Milestones in Sit Investment Associates’ History
|1981||Sit Investment Associates was established and offered two equity growth Mutual Funds products.|
|1984||Sit Investment Associates formed a fixed income management subsidiary, Sit Investment Fixed Income Advisors, specializing in the management of fixed income portfolios and utilizing varied approaches and techniques.|
|1989||Sit Investment Associates partnered in a joint venture to found an international division to manage global investments. The firm has special capabilities in the Pacific Basin countries. The Sit international division serves as the sub-advisor for the Sit International, Developing Markets, and Global Growth Funds.|
|1994||Sit Investment Associates introduced its small capitalization domestic growth equity strategy.|
|2003||Sit Investment Associates introduced a dividend growth strategy, which invests in dividend-paying, growth-oriented companies to provide investors with long-term capital appreciation and income.|
|2008||Sit Investment Associates merged its global investment growth strategy with its dividend growth strategy to create a global dividend growth strategy.|
|2015||Building on the success of its two dividend growth strategies, Sit Investment Associates created the Sit Small Cap Dividend Growth Fund.|
|2016||Sit Investment Associates adds the Sit ESG Mutual Fund. The Fund’s investment strategy is to invest in companies the firm believes have strong environmental, social and corporate governance (ESG) practices.|
Our staff and products have continued to grow to meet investor needs, but our original values remain the same. We continue to make our clients’ success and trust our priorities. We work tirelessly for our clients and put their welfare above all else.
Sit Investment Associates is an employee-owned firm; we are one of the largest independent, minority-owned investment firm in the U.S.