Sifter Fund Quarterly Report Q2/2021 [Video]

The Fund’s share price has returned 17.3% from year-to-date, 4.2% in the second quarter, and continued to rise by 3.0% in June.

Sifter Fund’s investment principle has remained the same already for over 18 years. The Fund is a long-term investor in a small number of quality businesses globally. What we care about is the quality of the businesses and their money-making power in the future. We think that the very strongest businesses will do well in all market conditions and therefore we want to own them for a long time.

Introducing Costco, a retail company with a different earnings model

Would you be willing to pay 60$ to get to the store for shopping? More than 70 million people pay a membership fee to Costco each year. Costco does more than 90% of its profit with membership fees. Watch our analyst Alexander Järf’s presentation on Costco: why have we invested in this company?

Do you want to learn more about the company? Sifter’s analyst team produced a 30-page report that describes the company’s earnings model, the competitive situation, and future growth prospects. Download the report.

Disclaimer. The contents of this page do not constitute investment advice or purchase recommendations for stocks. This page describes our opinions on the companies we have invested in or whose shares we have sold. The past performance of the fund is not a guarantee of future results.
Long-Term Quality Investing - Download the Guide
Long-Term Quality Investing – Download the Guide
Subcsribe sifter newsletter

Ideas for Quality Investors

In our newsletters, we share our thoughts how we invest in quality companies globally. Subscribe to the Sifter newsletter and receive: