Sawgrass Asset Management LLC

Sawgrass Asset Management, LLC is a registered investment advisor founded in January 1998 by a group of investment professionals. The firm specializes in active investment management for institutional investors, offering services such as large and small cap growth equity portfolios, as well as core, intermediate, and short-term fixed income portfolios. Sawgrass manages over $3.2 billion in assets, with a focus on providing growth returns with risk control. Clients can invest in various Investment Products offered by Sawgrass, such as the Sawgrass Large Cap Quality Growth, Focused Growth Equity, Small Cap Growth Equity, and SMID Core strategies. The firm charges annual fees based on the account size and the specific investment product chosen, with minimum initial investments ranging from $100,000 to $3,000,000. Sawgrass acts as the exclusive Manager of the Sawgrass Diversified Income Fund, LLC, a private offering of securities aimed at generating income through dividends and interest payments. The firm follows a Code of Ethics to ensure ethical conduct and transparency, and clients' accounts are reviewed regularly to align with their investment objectives. Sawgrass does not take custody of client funds but works with qualified custodians to maintain client assets securely. The firm also has policies in place for proxy voting and disclosure of potential conflicts of interest.