About Us    |    How We Work     |     Our Clients     |    Our People     |     Responsibility

How We Work

We think, analyze, and execute differently from other investors. Striving for above-average, long-term performance for our clients’ portfolios, our team follows a strategic investment philosophy and process that has proven successful for over 35 years.

Investment Philosophy

As a fundamental manager, we are focused on quality with a discipline on valuation. The foundation of our investment process is our proprietary, in-depth fundamental research.

While hinged on extensive research, our investment process also incorporates a margin of safety on both quality and valuation of the investments we make, including a conservative projection and a disciplined valuation.

Investment Research and Process

Boasting a long-term approach with an average holding period of 10 years, Sprucegrove ranks among the lowest in rate of portfolio turnover.

Our bottom-up approach enables us to structure highly-differentiated portfolios against an index, with active share typically between 85% – 90%.

Active Share

85%-95%

Our Five Pillars of Quality

Above Average and Consistent Profitability

Sustainable Competitive Advantages

Financial Strength

Opportunity to Grow The Business

Capable Management

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