INSTITUTIONS

SFE is an ‘emerging manager’ with over 36 years of experience*

Our institutional clients include foundations, religious organizations and corporations. SFE claims compliance with the Global Investment Performance Standards (GIPS®). 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).

Prospective clients can obtain a compliant presentation and/or a list of composite descriptions by calling              Ed Ternan at (213) 612-0220.


*The term SFE refers to our sister companies - SFE Investment Counsel Inc. and Stern Fisher Edwards Inc. See the "Disclosures and Privacy Policy" document on the FAQ page for more information*