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

March 8, 2023

Stocks staged a broad-based rally in February despite the upward shift in the U.S. Treasury yield curve on hotter-than-expected January inflation and tempered market expectations for Federal Reserve rate cuts.  Continued investor enthusiasm for artificial intelligence and obesity drug stocks, solid December quarter corporate earnings, and signs the ISM Manufacturing PMI will turn expansionary in the coming months helped lift equity markets. 

Investors and economists have increasingly embraced the soft-landing narrative.  Even the Conference Board, whose widely-tracked Leading Economic Index emphatically inferred an economic contraction, recently tossed in the towel on its recession forecast.  However, the outlook is not without some notable risks.  After tapping excess savings and credit to sustain spending, a growing percentage of consumers are fatigued by the higher cost of living.  While we expect pricing pressures will continue to ease, there are mounting signs that the pace of disinflation is slowing.  As a result, the Federal Reserve may leave rates high for longer, putting added strain on the economy.  Moreover, the November elections will contribute to higher market volatility as they increasingly come into investor’s view.

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

Strategies

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.

Performance

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.