Clients
Pension Funds
SCGX Capital partners with pension funds to bridge the challenging gap between
asset growth and long-term liabilities. We deliver disciplined, high-quality global
equity strategies designed to support funding ratios and secure beneficiary futures.
Our approach combines rigorous fundamental research with liability-aware risk
management, ensuring capital preservation across volatile market cycles. We
collaborate closely with trustees to align portfolios with specific actuarial objectives
and regulatory constraints, providing the total transparency and fiduciary
accountability essential for effective, long-term pension governance.
Wealth Managers
We support financial advisors by providing research-driven investment solutions that align with their clients’ broader wealth strategies. Our funds are structured to complement diversified portfolios, offering access to high-quality companies with strong long-term fundamentals. Through disciplined investment processes, transparent reporting, and ongoing communication, we empower advisors to confidently recommend strategies that meet their clients’ objectives while maintaining risk management and portfolio efficiency.
Retail Investors
Sophisticated individual investors benefit from SCGX Capital’s disciplined, high-quality investment approach. Our solutions deliver exposure to companies with compelling long-term growth potential, designed to enhance diversified portfolios. We provide clear, actionable insights, transparent reporting, and regular updates, helping investors make informed decisions. By combining rigorous research with consistent monitoring, we aim to support individuals in achieving their financial goals while navigating complex market conditions.
Family Offices
Family offices partner with SCGX Capital to manage and grow wealth across multiple generations. Our disciplined investment approach focuses on quality companies with sustainable fundamentals, balancing growth opportunities with risk management. We tailor strategies to reflect each family’s objectives, liquidity requirements, and long-term vision, providing clear reporting and transparent communication. Our goal is to preserve capital while delivering consistent, reliable returns to support lasting financial legacies.
Endowments
Endowments collaborate with SCGX Capital to maximize long-term capital growth while safeguarding principal. Our investment strategies are designed to align with extended time horizons, emphasizing diversified exposure to high-quality companies and responsible investing principles. By integrating rigorous research, disciplined portfolio construction, and sustainable risk management, we help endowments meet spending requirements, maintain real value over time, and support their institutional mission.
Foundations
Foundations work with SCGX Capital to achieve durable wealth preservation and sustainable growth to support their philanthropic missions. Our investment process prioritizes quality, risk-adjusted returns, and ESG integration, reflecting long-term objectives and responsible stewardship. We customize strategies to align with foundation mandates, liquidity needs, and operational requirements, providing transparent reporting and strategic guidance to ensure resources are available to fund impactful programs over decades.
Insurers
SCGX Capital works with insurance clients seeking dependable investment outcomes within strict risk, capital, and regulatory constraints. Our disciplined equity strategies focus on balance sheet strength, cash flow durability, and risk-adjusted returns. We understand the importance of capital efficiency, solvency considerations, and long-term stability, providing investment solutions designed to support insurers’ liability profiles and strategic objectives.
High Net Worth Individuals
SCGX Capital partners with sophisticated high net worth individuals to deliver
research-driven, high-quality strategies tailored to individual wealth goals. Our
disciplined approach focuses on high net worth individuals with strong long-term
fundamentals, enhancing diversified portfolios while managing risk. Through
transparent reporting, actionable insights, and ongoing communication, we empower
high net worth individuals to make informed investment decisions. By combining
rigorous research with consistent monitoring, we aim to preserve and grow wealth,
helping high net worth individuals achieve their financial objectives in complex
markets.
