A Legacy of Trusted Advice & Exceptional Results

Founded in 1981, Sit Investment Associates is a privately held, multi-billion-dollar asset management firm that provides focused investment management expertise, competitive long-term results, and unparalleled service to our clients.

World Class Investment Managers Specializing in Growth Equity & Yield-Advantaged Fixed Income Strategies

Sit Investment Associates is one of the largest independent, minority-owned investment firms in the U.S. For over 40 years our success has been built on long-term client relationships, which in turn are built on a foundation of trust, commitment, understanding, and expertise. We take pride in serving as a true extension of our clients’ operations. Our highly experienced and knowledgeable investment professionals work directly with clients providing highly individualized service in an increasingly challenging economic and financial environment.

Exceptional Performance and Service

We employ a disciplined, fundamental, research-driven investment process guided by highly experienced and knowledgeable senior investment professionals who interact directly with our clients. As a result, our clients can count on the firm to achieve highly competitive results, coupled with exceptional client service.

Our Investment Approach

We view investing as the practice of applying a consistent philosophy and collaborative decision-making process driven by disciplined, fundamental research. Our broad top-down analysis in tandem with extensive bottom-up analysis enables us to identify, assess and understand the securities in which we invest.

Market Commentary

May 8, 2023

Investors continued to rotate to the perceived relative safety of U.S. mega-cap stocks in April, resulting in modestly positive gains for large-cap indices.  Conversely, small- and micro-cap indices languished amid numerous uncertainties and risks, including broadening regional banking woes, the debt ceiling standoff, sticky core inflation, and the heightened risk of a monetary policy error.  Better-than-expected corporate earnings (albeit off of previously lowered forecasts) helped boost some stocks but did little to assuage broader investor concerns. 

On May 3, the Federal Reserve (Fed) pushed through what markets widely believe (hope) to be its last rate hike, bringing the fed funds target range to +5.00-5.25 percent.  However, given monetary policy works with “long and variable lags,” it may be some time before the economy reflects the full impact of the Fed’s aggressive tightening.  Interest rate sensitive sectors such as housing have contracted in succession, with regional banks the latest casualty of the Fed’s war against inflation.  While fed fund futures imply the Fed will begin easing in the second half of 2023, “higher for longer” is an underappreciated risk if the Fed continues to premise policy on lagging indicators.

For our latest full Global Investment Outlook & Strategy Update, download the .pdf document.


Our broad array of investment products encompasses the complete risk spectrum – from capital preservation to capital appreciation—enabling us to meet our clients’ entire range of investment objectives.


We are committed to a disciplined, fundamental, research-driven investment process. As a result, clients can count on the firm to achieve highly competitive results in tandem with exceptional client service.

Mutual Funds

Sit Mutual Funds is a family of mutual funds covering the entire risk spectrum, from stability of principal to high growth and grounded in our well-defined, hands-on management style and disciplined investment process.

Meet our experienced investment professionals responsible for active management of our client portfolios.