INSTITUTIONS
SFE is an ‘emerging manager’ with over 34 years of experience
Our institutional clients include foundations, religious organizations and corporations. SFE is fully compliant with the Global Investment Performance Standards (GIPS), as verified by Ashland Partners, LLC, and our institutional strategies receive annual performance examinations. Detailed firm and product information can be found in the leading industry databases.
The defining feature of SFE’s investment approach is our ability to mitigate risk by balancing growth opportunities in carefully selected industry sectors with more established dividend-paying stocks. This combination of growth and income stocks produces favorable risk-adjusted returns over time, as demonstrated by our Sharpe Ratio and our Upside / Downside Capture Ratios (see SFE Growth & Income Strategy).
