Sprucegrove Insights

Fundamentals versus Fears

Sprucegrove consistently applies a fundamental, bottom-up process which allows us to invest at times when fear and paranoia may be rampant. We illustrate this within two largely jettisoned segments during the first half of 2020: airlines and cruise lines. As of...

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Uncertainty Creates Opportunity

The first quarter of 2020 marked the abrupt end to the longest bull market in history triggered by the fallout from the COVID-19 virus epidemic. Concerns about the magnitude of a global economic recession have led to an unprecedented level of uncertainty. The...

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Worth the Weight

Our fundamental, bottom-up approach of investing in quality companies at attractive valuations results in high active share, evidenced by a portfolio that looks very different from the index. To provide deeper insight into our investment process, we highlight both...

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