Strategies

Sprucegrove focuses exclusively on global and international equity mandates, seeking to construct portfolios of high-quality holdings at attractive valuations. We are a bottom-up, fundamental manager resulting in high active share (typically 85%-95%) with a long-term discipline (10-year average annual turnover is less than 10%). Sector and country weightings are residuals of our process.

International (EAFE) ACWI ex U.S. ACWI Small Cap Global
Mandate International Equities
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All Country World ex. US Equities
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All Country World Small Cap 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 All Country World Small Cap Index (US Dollars) MSCI World Index (US Dollars)
Composite Inception September 30, 1985 February 28, 2018 May 1, 2025 March 31, 2020
Fund Inception August 31, 1996 February 28, 2018 May 1, 2025 February 28, 2020
Region Minimum 3 countries from EAFE Europe region and 3 countries from EAFE Asia/Pacific region. Minimum of 3 countries from each of the Europe and Asia/Pacific regions represented in the MSCI ACWI ex USA Index. Minimum 6 countries collectively located in Europe and/or Asia/Pacific represented in the MSCI ACWI Small Cap Index. Minimum of 3 European countries and 3 of the Asia/Pacific countries represented in the MSCI World Index.
Sector Minimum 7 of 11 MSCI sectors. Maximum individual industry group: 25% Minimum 7 of 11 MSCI sectors. Maximum individual industry 25%. Minimum 7 of 11 MSCI sectors. Maximum individual industry group: 35% Minimum 7 of 11 MSCI sectors. Maximum individual industry 25%.
Company Holdings Minimum 40 companies. Maximum company weighting: 5%. Maximum ownership: 5% of an issuer’s outstanding shares.  Maximum company weighting: 5%. Maximum ownership: 5% of an issuer’s outstanding shares. Minimum 30 companies.
Maximum company weighting 6%. Maximum ownership: 15% of an issuer’s outstanding shares.
Maximum company weighting: 5%. Maximum ownership: 5% of an issuer’s outstanding shares.
Vehicles Separate Accounts
Commingled Funds (ERISA and Non-ERISA)
CIT (ERISA)
Separate Accounts
Commingled Funds (ERISA and Non-ERISA)
CIT (ERISA)
Separate Accounts
Commingled Funds (ERISA and Non-ERISA)
Separate Accounts
Commingled Funds (ERISA and Non-ERISA)
CIT (ERISA)

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