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Sustainable Growth Advisers (SGA) liquidated its holdings in Alcon (ALC) in the second quarter of 2026, citing slowing cataract demand and increased competition.
SGA disclosed this decision in its Q2 2026 letter to investors for its Global Growth Strategy Fund. The company stated that although Alcon remains a leader in ophthalmic care, the sluggish performance
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Sustainable Growth Advisers (SGA) Global Growth Strategy Fund Re-Adds Equinix (EQIX) to Portfolio Due to Accelerating AI Demand
Sustainable Growth Advisers (SGA) re-added digital infrastructure company Equinix (EQIX) to its global growth strategy fund in its Q2 2026 letter to investors. SGA stated that this move was due to the
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Sustainable Growth Advisers (SGA) lowered its target for Salesforce (CRM) to below average in its Q2 2026 letter to investors.
SGA noted that Salesforce underperformed in the quarter, and investor sentiment was cautious as its results only met guidance targets. Although Salesforce management reiterated its full-year guidance
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Sustainable Growth Advisers (SGA) increased its stake in Netflix (NFLX) during a period of stock weakness, raising its target weight to average.
Sustainable Growth Advisers (SGA) disclosed in its Q2 2026 investor letter that it increased its stake in Netflix (NFLX) during a period of stock price weakness, elevating its target weight to an aver
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Sustainable Growth Advisers (SGA) Q2 2026 investor letter highlights TSMC as a top contributor to performance
SGA's Global Growth Strategy noted that Taiwan Semiconductor Manufacturing Company Limited (TSM) was a top contributor, with shares supported by sustained demand for advanced logic and compute from cu
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Investment management firm SGA questions ServiceNow's (NOW) acquisition strategy, calls for greater capital allocation transparency
Sustainable Growth Advisers (SGA), in its Q2 2026 investor letter, stated that it has questioned ServiceNow management regarding its recent aggressive acquisition activities and emphasized the company
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SGA Global Growth Strategy Q2 2026 Investor Letter: Arm Holdings (ARM) Delivered Strong Growth, But Firm Trimmed Position Due to Valuation
Sustainable Growth Advisers (SGA) stated in its Q2 2026 investor letter that Arm Holdings plc (ARM) was a top contributor to its Global Growth Strategy portfolio, delivering 20% revenue growth and 12%
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Sustainable Growth Advisers (SGA) liquidated its holdings in Alcon (ALC) in the second quarter of 2026, citing slowing cataract demand and increased competition.
SGA disclosed this decision in its Q2 2026 letter to investors for its Global Growth Strategy Fund. The company stated that although Alcon remains a leader in ophthalmic care, the sluggish performance
-
Sustainable Growth Advisers (SGA) Global Growth Strategy Fund Re-Adds Equinix (EQIX) to Portfolio Due to Accelerating AI Demand
Sustainable Growth Advisers (SGA) re-added digital infrastructure company Equinix (EQIX) to its global growth strategy fund in its Q2 2026 letter to investors. SGA stated that this move was due to the
-
Sustainable Growth Advisers (SGA) lowered its target for Salesforce (CRM) to below average in its Q2 2026 letter to investors.
SGA noted that Salesforce underperformed in the quarter, and investor sentiment was cautious as its results only met guidance targets. Although Salesforce management reiterated its full-year guidance
-
Sustainable Growth Advisers (SGA) increased its stake in Netflix (NFLX) during a period of stock weakness, raising its target weight to average.
Sustainable Growth Advisers (SGA) disclosed in its Q2 2026 investor letter that it increased its stake in Netflix (NFLX) during a period of stock price weakness, elevating its target weight to an aver
-
Sustainable Growth Advisers (SGA) Q2 2026 investor letter highlights TSMC as a top contributor to performance
SGA's Global Growth Strategy noted that Taiwan Semiconductor Manufacturing Company Limited (TSM) was a top contributor, with shares supported by sustained demand for advanced logic and compute from cu
-
Investment management firm SGA questions ServiceNow's (NOW) acquisition strategy, calls for greater capital allocation transparency
Sustainable Growth Advisers (SGA), in its Q2 2026 investor letter, stated that it has questioned ServiceNow management regarding its recent aggressive acquisition activities and emphasized the company
-
SGA Global Growth Strategy Q2 2026 Investor Letter: Arm Holdings (ARM) Delivered Strong Growth, But Firm Trimmed Position Due to Valuation
Sustainable Growth Advisers (SGA) stated in its Q2 2026 investor letter that Arm Holdings plc (ARM) was a top contributor to its Global Growth Strategy portfolio, delivering 20% revenue growth and 12%
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