Sifter Fund Global Quarterly Report Q3/2021

Sifter Fund Quarterly Report Q3/2021 [Video]

The Fund’s share price has returned 20.4% from year-to-date, 2.6% in the third quarter, and decreased by 1.5% in September.

The global economic recovery continued during the 3rd quarter and was reflected differently in different companies. Some companies are making record results and others are suffering from a shortage of raw material components.

Sifter Fund made one new investment. After more than two months of research, we concluded that Sony Corporation meets Sifter’s quality company criteria.

The Sony purchase was financed by selling off Oracle corporation, which has been in our portfolio for almost 10 years and returned 250% in euros plus dividends for Sifter investors. Based on our research Oracle is still a high-quality business, but its growth prospects are fairly modest.

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
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