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 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 11% of the manager's regulatory AUM.

SPRUCEGROVE StockAlpha

-2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SPRUCEGROVE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SSNHZ 14.78% Tech -19.35% -2.8% 1827 0%
PKX 8.37% Materials 5.62% 0.03% 11 6%
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FEATURED IN
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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...
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SPRUCEGROVE Portfolio Concentration

SPRUCEGROVE Location

181 UNIVERSITY AVE. STE 1300
TORONTO ONTARIO, CANADA, M5H 3M7

SPRUCEGROVE Contact Information

Phone Number: 416-363-5854
Fax Number: 416-363-6803
Website:

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