Selection process

Finding the best stocks from the global stock market is like looking for a needle in a haystack. With the help of our Stocksifter tool, we can remove most of that haystack in a flash. This makes it easier to discover those golden needles.

Stocksifter

Our proprietary Stocksifter tool analyzes the 65,000 companies that are available to us on the stock market on the basis of 20 criteria and then eliminates 95% of them. Our analysts can then dedicate their time to the best companies that have passed our stringent and systematic screening process.

Sifting

65 000

Comparing

500

Deep Research

Investing

Fund

Sifting

The sifting process is done automatically. It is performed by Stocksifter, whose elimination criteria are updated regularly. Experience has shown that this sifting process must be systematic and, dare we say it, brutal. There is no room for emotions in this game.

Comparing

During the comparison phase, our analysts go through the companies that survived the screening process by order of valuation. At this stage, our analysts place special emphasis on each company’s business figures and their potential competitive advantages.

Deep Research

During the in-depth research stage, our analysts dive deep into each company’s revenue model, competitive edges, and competitors. Every single company at this stage is also reviewed by Sifter’s Investment Committee, and each analysis is supplemented according to the Committee’s instructions. Our analysts prepare an estimate on each company’s ability to make money in next 5 years into the future.

Investment

We only make 3–5 new investments every year. A company that is to be included in the Sifter Fund’s portfolio must be better than another pre-existing investment. These new investments are characterized by such factors as:

A strong track record of making money
High barriers to entry
Clear competitive advantages and a time-tested revenue model
A healthy balance sheet, preferably with zero debts
A suitably affordable price in relation to its expected money-making ability

Fund

We want to own high-quality revenue models from across the globe. We believe that investing in 30 quality companies from different countries and sectors provides us with enough diversification. We do not care about stock market trends. The only thing that matters to us is the competitive advantage and money-making ability of our chosen companies. We monitor such factors as their return on capital, the development of their margins, the growth of their sales and continuous services, and the changes to their competitive landscape.

Privilege (P) Classes

The Sifter Fund comes in four privilege classes. Every class of the fund follows the same investment strategy, and the only differences between the classes are their subscription amounts and fees.