Alexandra Lee, Kirshore Rao & HK Gupta

SGA focus on finding quality businesses that can sustain their growth over the long term, devoting a substantial amount of time, effort and thinking to their research. They assign two analysts to each company they’re considering investing in, to reduce the risk of emotional or cognitive bias. This is then supplemented with third-party research, to build a high-conviction global portfolio of reliable businesses with sustainable growth.

 

Alexandra Lee | MD

Alexandra (Alex) is a Principal, Analyst and Portfolio Manager on the SGA Investment Committee. She has been with the firm since 2004.

Alex has been co-manager of SGA’s International Growth Portfolio since its inception in 2015 and joined the portfolio management teams for SGA’s Global Growth and Emerging Markets Growth portfolios in April 2025. Prior to joining SGA, Alex has vast experience in equity analyst roles at both Bear Stearns and JP Morgan.

Kirshore Rao | Principal, Analyst & Portfolio Manager

Kirshore sits on SGA’s Executive Committee, having been with the firm since 2004. Currently, his specialism is growth and emerging markets. He has headed up these respective portfolios for SGA for a number of years, building on his several decades of experience.

HK Gupta | Principal, Analyst & Portfolio Manager

HK’s experience spans both the corporate and investment world, having worked at Qualcomm, American Express and Amazon previously. Like Kirshore, he is now Co-Manager of SGA’s Emerging Markets Growth portfolio and Global Mid-Cap Growth portfolio. But he also co-manages the Global Growth portfolio and is part of the management team for U.S. Large Cap Growth.

Introducing Sustainable Growth Advisers

FILMED IN JUNE 2017.