SPRUCEGROVE Overview
Sprucegrove Investment Management Ltd is an investment advisor that manages 22.8 BN dollars in regulatory AUM and has 34 employees, of which 16 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 06/30/21. The fund's latest filing disclosed 4BN in positions, representing 19% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 06/30/21. The fund's latest filing disclosed 4BN in positions, representing 19% of the manager's regulatory AUM.
SPRUCEGROVE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SPRUCEGROVE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SSNHZ | 12.76% | Tech | 49.14% | 5.27% | 0 | 0% | ||
| ABEV | 10.02% | Cons. Staples | -23.55% | -2.53% | 4 | 0% | ||
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FEATURED IN
SPRUCEGROVE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Shirley Woo | Vice President & Director | January-2013 |
| Martin B. Murphy | Chief Operating Officer, Chief Compliance Officer & Director | January-2008 |
| Peter K. Ellement | Shareholder | August-2014 |
| Craig A. Merrigan | President & Director | January-2009 |
| Subhash Mehta | Senior Investment Analyst | January-2006 |
| Mark C. Wolff | Chief Financial Officer | January-2008 |
| Karl E. Parnoja | Portfolio Manager | January-2008 |
| Alanna Marshall Lizzola | Portfolio Manager | November-2014 |
| Arjun Kumar | Portfolio Manager | November-2014 |
SPRUCEGROVE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
SPRUCEGROVE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment philosophy, strategy, and investment style for the product
Sprucegrove is a value manager, following a bottom-up approach, and seeking to invest in quality companies selling at attractive valuations.
Significant features of our approach are:
Investing in equities of companies in global markets;
Investing in equities believed to offer safety of capital, and a satisfactory long-term rate of return;
Emphasis on the long term and a focus on the selection of individual common stocks using a bottom-up approach utilizing thorough internal research;
Companies selected for investment must meet standards regarding historic financial performance, financial position, quality of management, and a growth potential in terms of sales, earnings, and share price;
A sell discipline which focuses on two major criteria: (i) an adverse change in fundamental...
Unlock Full Investment Process Description
Investment philosophy, strategy, and investment style for the product
Sprucegrove is a value manager, following a bottom-up approach, and seeking to invest in quality companies selling at attractive valuations.
Significant features of our approach are:
Investing in equities of companies in global markets;
Investing in equities believed to offer safety of capital, and a satisfactory long-term rate of return;
Emphasis on the long term and a focus on the selection of individual common stocks using a bottom-up approach utilizing thorough internal research;
Companies selected for investment must meet standards regarding historic financial performance, financial position, quality of management, and a growth potential in terms of sales, earnings, and share price;
A sell discipline which focuses on two major criteria: (i) an adverse change in fundamental...
Unlock Full Investment Process Description
SPRUCEGROVE Portfolio Concentration
SPRUCEGROVE Location
181 UNIVERSITY AVE. STE 1300
TORONTO ONTARIO, CANADA, M5H 3M7
TORONTO ONTARIO, CANADA, M5H 3M7
SPRUCEGROVE Contact Information
Phone Number: 416-363-5854
Fax Number: 416-363-6803
Website: null
Fax Number: 416-363-6803
Website: null
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