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 Global
Mandate International Equities
View Strategy Details		 All Country World ex. US Equities
View Strategy Details		 All Country World Equities
View Strategy Details		 Global Equities
View Strategy Details
Benchmark MSCI EAFE Index (Canadian Dollars) MSCI All Country World ex U.S. Net Index (Canadian Dollars) MSCI All Country World Net Index (Canadian Dollars) MSCI World Index (Canadian Dollars)
Composite Inception May 1, 1985 December 1, 2019 December 1, 2017 July 1, 1992
Region A minimum 3 countries from each of the Europe and Asia/Pacific regions. 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 European countries and 2 of the Asia/Pacific countries represented in the MSCI World Index plus the Americas.
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 industry 25%. Minimum 7 of 11 MSCI sectors. Maximum individual sector 30%.
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%; free float 10%.		 Minimum 60 companies. Maximum company weighting 5%.
Maximum ownership, lesser of outstanding shares 5%; free float 10%.
Vehicles Pooled Funds (Pension and Non-Pension)
Separate Accounts		 Pooled Funds (Pension and Non-Pension)
Separate Accounts		 Pooled Funds (Pension and Non-Pension)
Separate Accounts		 Pooled Funds (Pension and Non-Pension)
Separate Accounts

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