1981
Sit Investment Associates launches with two equity growth mutual funds.
Sit Investment Associates was founded in 1981 by Eugene C. Sit with $1 million in working capital and two decades of mutual fund and tax-exempt investment experience. Guided by strong ethical principles, a commitment to disciplined investment strategies, and close client relationships, the firm quickly grew. In just three years, assets under management surpassed $1 billion—an early milestone that reflected consistent performance and client trust.
For over 40 years, Sit Investment Associates has remained independently owned and employee-run. Under the leadership of CEO and CIO Roger J. Sit, the firm manages over $16.9 billion in assets for both institutional and individual investors. Clients include corporate foundations, nonprofit organizations, employee savings and profit-sharing plans, and individuals seeking thoughtful portfolio management.
Sit Investment Associates offers a range of investment vehicles, including mutual funds, private investment funds, and collective investment trusts. By combining global growth equity and fixed income strategies, the firm builds customized portfolios tailored to each client’s objectives, time horizons, and risk tolerance.
Sit Investment Associates launches with two equity growth mutual funds.
A fixed income subsidiary, Sit Investment Fixed Income Advisors, is formed to manage diverse fixed income portfolios.
An international division is created through a joint venture, expanding capabilities in global markets, particularly the Pacific Basin.
Introduction of the small capitalization domestic growth equity strategy.
Launch of the dividend growth strategy focused on dividend-paying, growth-oriented companies.
Global investment growth and dividend growth strategies are merged to create a global dividend growth strategy.
Sit Small Cap Dividend Growth Fund is introduced, expanding the dividend growth lineup.
Sit ESG Growth Fund is launched, investing in companies with strong environmental, social, and governance practices.
Sit Investment Associates celebrates its 43rd anniversary.
Though our services and product offerings have grown, our values remain unchanged. We continue to place client success at the center of our work. We are committed to building long-term relationships based on trust, transparency, and performance.
Sit Investment Associates is proud to be one of the largest independent, minority-owned investment firms in the United States.
Carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. The prospectus contains this and other important Fund information and may be obtained by calling Sit Mutual Funds at 1-800-332-5580 or by downloading them from the Documents page. Read the prospectus carefully before investing. Investment return and principal value of an investment will fluctuate so that an investor’s shares when redeemed may be worth more or less than their original cost.
The content herein is for informational purposes only without regard to any particular user’s investment objectives, risk tolerances or financial situation and does not constitute investment advice, nor should it be considered a solicitation or offering to sell securities or an interest in any fund.
Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors, and readers should not rely on this publication as their sole source of investment information.
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