{"id":10827,"date":"2022-07-05T09:41:55","date_gmt":"2022-07-05T06:41:55","guid":{"rendered":"https:\/\/sifterfund.com\/?p=10827"},"modified":"2022-07-06T08:30:29","modified_gmt":"2022-07-06T05:30:29","slug":"sifter-fund-quarterly-report-q2-2022-video","status":"publish","type":"post","link":"https:\/\/sifterfund.com\/en\/sifter-fund-quarterly-report-q2-2022-video\/","title":{"rendered":"Sifter Fund Quarterly Report Q2\/2022 [Video]"},"content":{"rendered":"\n<p class=\"lead-p\">The global economy&#8217;s uncertainties continued during the second quarter, and stocks were under downward pressure. So far, the companies&#8217; earnings results and expectations have remained surprisingly high, considering the drastic drop in the share prices of many companies. <\/p>\n\n\n\n<p>The Sifter Fund&#8217;s investment strategy has remained unchanged. <em><strong>We invest in business returns, not in share price movements.<\/strong><\/em><\/p>\n\n\n\n<p><\/p>\n\n\n<style>.elementor-10839 .elementor-element.elementor-element-1506110 .elementor-wrapper{--video-aspect-ratio:1.77777;}<\/style>\t\t<div data-elementor-type=\"section\" data-elementor-id=\"10839\" class=\"elementor elementor-10839 elementor-10829\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c323c63 elementor-section-full_width ang-section-padding-initial elementor-section-height-default elementor-section-height-default elementor-repeater-item-none elementor-repeater-item-none_hover\" data-id=\"c323c63\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f61e43e elementor-repeater-item-none elementor-repeater-item-none_hover\" data-id=\"f61e43e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1506110 elementor-repeater-item-none elementor-repeater-item-none_hover elementor-widget elementor-widget-video\" data-id=\"1506110\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;youtube_url&quot;:&quot;https:\\\/\\\/youtu.be\\\/d9pvUwtyTGk&quot;,&quot;lazy_load&quot;:&quot;yes&quot;,&quot;video_type&quot;:&quot;youtube&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-wrapper elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Portfolio changes in Q2\/2022<\/h2>\n\n\n\n<p><strong>The Sifter Fund made two new investments<\/strong> and some more minor changes to the portfolio. At the beginning of May, we invested in <strong>The Walt Disney Company (DIS)<\/strong> and at the end of June, we invested in the US-based drug packaging company called <strong>West Pharmaceutical Services, Inc. (WST)<\/strong>.<\/p>\n\n\n\n<p>We like <strong>West&#8217;s<\/strong> business because the company is the dominant market leader in its focused segment, and the company&#8217;s products are critical for pharmaceutical companies. In addition, according to our estimate, the market is growing at about a 5-10% annual rate.<\/p>\n\n\n\n<p>We financed West&#8217;s investment by selling off the rest of our <strong>Starbucks <\/strong>shares. Watch more about why we gave up Starbucks, the company we held for over four years in Sifter&#8217;s portfolio.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The global economy&#8217;s uncertainties continued during the second quarter, and stocks were under downward pressure. The Sifter Fund made two new investments and some more minor changes to the portfolio.<\/p>\n","protected":false},"author":1,"featured_media":10822,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-10827","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized-fi"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Sifter Fund Quarterly Report Q2\/2022 [Video] - Sifter Fund<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sifterfund.com\/en\/sifter-fund-quarterly-report-q2-2022-video\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sifter Fund Quarterly Report Q2\/2022 [Video] - Sifter Fund\" \/>\n<meta property=\"og:description\" content=\"The global economy&#039;s uncertainties continued during the second quarter, and stocks were under downward pressure. 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