Strategies

Sprucegrove focuses exclusively on global and international equity mandates exclusively for institutional investors.  As a quality-oriented value manager, we seek to build portfolios of high-quality companies at attractive valuations, over a long-investment horizon.

International (EAFE) ACWI ex U.S. Global
Mandate International Equities
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All Country World ex. US Equities
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Global Equities
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Benchmark MSCI EAFE Index (U.S. Dollars) MSCI All Country World ex U.S. Net Index (U.S. Dollars) MSCI World Index (US Dollars)
Composite Inception April 30, 1985 February 28, 2018 March 31, 2020
Region A minimum 3 countries from each of the Europe and Asia/Pacific regions. Americas plus a minimum 3 countries from Europe; and 2 countries from the Asia/Pacific region. A minimum 3 countries from Europe; and 2 countries from the Asia/Pacific region.
Sector Minimum 7 of 11 MSCI sectors. Maximum individual sector 30%. Minimum 7 of 11 MSCI sectors. Maximum individual industry 25%. Minimum 7 of 11 MSCI sectors. Maximum individual sector 25%.
Holdings Minimum 40 companies. Maximum company weighting 5%.
Maximum ownership, lesser of outstanding shares 5%; free float 10%.
Minimum 40 companies. Maximum company weighting 5%.
Maximum ownership, lesser of outstanding shares 5%; free float 10%.
Minimum 60 companies. Maximum company weighting 5%.
Maximum ownership, lesser of outstanding shares 5%.
Vehicles Private Pooled Fund
Cayman Fund
Private Pooled Fund
Cayman Fund
Private Pooled Fund

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