Sprucegrove Insights

2023 Q4 Portfolio Perspectives

If there is one principle that the last few tumultuous years has taught us, it’s that no one has a crystal ball, no one can reliably or consistently predict the future. This is a notion that Sprucegrove has embraced since inception and it’s the reason we dedicate our...

read more

Something Old, Something New

As disciplined investors focused on quality and value, investment opportunities present themselves in a myriad of different ways. Two of our high-quality holdings in the Health Care sector, Novartis and Roche, were added to the portfolio under contrasting...

read more

Reflect, Retain, Return

When there is “excess cash” on a balance sheet, management is left to ponder whether to return that cash to shareholders and if so in what form? While we appreciate that opinions can vary on this matter given individual preferences like tax status, our view always...

read more

connect with sprucegrove

Request An Introductory Call

Let's Get Started

Subscribe For Updates

Receive insights and company updates from Sprucegrove.

  • This field is for validation purposes and should be left unchanged.

By clicking SUBMIT, you are agreeing to our Privacy Policy. We will retain your email address in order to send the requested information. You can unsubscribe at any time and your information will never be shared with other parties.

x

Please select one option