Sunbridge Capital Partners, LLC

Sunbridge Capital Partners, LLC is a boutique investment management firm specializing in a long-only emerging markets equity strategy, with a focus on emerging markets in Asia. Founded in 2021, the firm manages the Sunbridge Capital Emerging Markets Fund, offering investment advisory services through separately managed accounts (SMAs) and affiliated investment companies. Sunbridge provides discretionary investment management services, with approximately $290 million in regulatory assets under management as of March 31, 2022. The firm's fees for SMAs may be up to 0.98% of total assets invested. Sunbridge does not charge performance-based fees and manages client accounts pursuing the same investment strategy in a fair and equitable manner. The firm's investment process combines fundamental stock selection with macroeconomic analysis, emphasizing sustainable earnings growth and modest valuations. Sunbridge aims to outperform the MSCI Emerging Markets Index with a long-term investment horizon of 5-10 years. The firm discloses risks associated with foreign investments, emerging markets, and specific regions like China and India. Sunbridge has not been involved in any legal or disciplinary events, and it does not receive economic benefits for client advice or compensate non-advisory personnel for client referrals. The firm has a Code of Ethics governing personal securities transactions and voting client securities in a manner consistent with client objectives.