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Nvidia’s (NVDA) Strong Results Reinforce Long Term Outlook

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “U.S. Large Cap Growth Strategy.” The letter can be downloaded here. SGA focuses on building high-conviction portfolios of quality growth businesses expected to achieve mid-teens earnings growth with less variability. Their investment strategy aims to protect and compound client capital. […]

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Earnings· September 07, 2026 at 02:05 PM
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Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
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Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “U.S. Large Cap Growth Strategy.” The letter can be downloaded here. SGA focuses on building high-conviction portfolios of quality growth businesses expected to achieve mid-teens earnings growth with less variability. Their investment strategy aims to protect and compound client capital. […]

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