Important Investment Disclosure
Past performance does not guarantee future results. Performance data represents proprietary accounts (not client results) managed prior to firm registration. All investments involve risk including potential loss of principal. View complete disclosures
Important Performance Disclosure
PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. The performance data presented on this page represents proprietary accounts managed by Ishaan K. Sandhir, Chief Investment Officer of Eagle Guardian Advisors LLC, prior to the firm's registration as a Registered Investment Advisor in Texas.
This performance does not represent any client account results. These accounts were managed using the same investment approach the firm intends to apply to client portfolios. Results are shown net of trading costs and with reinvested dividends.
All investments involve risk, including the potential loss of principal. The strategy has a limited performance history (inception September 22, 2024). Periods of less than five years are not indicative of long-term performance. Actual client results will differ due to fees, timing, cash flows, and individual circumstances.
Benchmarks (S&P 500, Russell 1000 Growth, NASDAQ) are unmanaged and cannot be invested in directly. View complete regulatory disclosures →
Premier Growth
Superior long-term capital appreciation through disciplined stock selection and active management
* Proprietary account performance, period Sept 22, 2024 – Sept 22, 2025. Gross of advisory fees. Net return: 63.7% (after 0.80% fee). Does not represent client results.
Strategy Description
Eagle Guardian Advisors' Premier Growth Strategy seeks to deliver superior long-term capital appreciation by blending the stability of established large and mid-cap companies with the dynamic upside potential of carefully selected small-cap innovators.
The portfolio emphasizes disciplined stock selection rooted in fundamental research while maintaining flexibility to capitalize on emerging market opportunities. We prioritize businesses with durable competitive advantages, scalable growth drivers, and prudent financial structures.
This approach enables us to participate in secular growth trends while mitigating downside risk through active management and rigorous risk controls.
Strategy Highlights
Why Invest in Premier Growth?
Historical Performance
Delivered 64.8% gross return in first year vs. S&P 500's 18.4% (proprietary account, Sept 2024 - Sept 2025; not client results)
Disciplined Strategy
Balance of large/mid-cap stability with small-cap growth potential allows us to capture upside while managing risk
Research-Driven
Rigorous process blending bottom-up fundamental analysis with top-down thematic research
Alignment of Interests
Strategy rooted in CIO's proprietary accounts: you benefit from the same approach applied to his own capital
Risk-Aware Growth
Strict risk management through sector diversification, position sizing, and dollar cost averaging
Secular Growth Themes
Positioned to benefit from technology innovation, healthcare advances, and industrial transformation