Each account will be managed on an individual basis and will have variations. Investment returns and principal value will fluctuate and there can be no assurance that the strategy’s objective will be achieved. Refer to Sawgrass Asset Management’s Form ADV and strategy fact card for full details regarding the strategy, objectives, fees, risks and additional details about the advisor and strategy. The results and portfolios for individual portfolios may vary.
AAM acts as a third-party marketing to the Manager and does not act as an investment advisor to the strategy referenced above.
The Russell 2000® Growth Index measures the performance of the small cap growth segment of the US equity universe. It includes those Russell 2000® companies with higher price-to-book ratios and higher expected growth values. The Russell 2000® Index represents includes approximately 2,000 of the smallest securities based on a combination of their market cap and current index membership. The Russell 2000 is constructed to provide a comprehensive and unbiased small-cap barometer and is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true small-cap opportunity set.
Principal Risks: The Sawgrass Small Cap Quality Growth Strategy is designed for long-term investors who are willing to accept short-term market price fluctuations. Principal risks of investing in this strategy include stock market risk, management risk, recent market events risk, and small cap company risk. An investment in common stocks should be made with an understanding of the various risks of owning common stock, such as an economic recession and the possible deterioration of either the financial condition of the issuers of the equity securities or the general condition of the stock market. Growth stocks are typically more volatile than value stocks. Investing in small and medium-capitalization companies involves greater risk and the possibility of greater price volatility than investing in larger-capitalization and more established companies. All equity investments inherently have aspects of risk associated with them.
CRN: 2024-0924-12009 R