The businesses you own through Sifter Global Fund are steadily growing; Stock prices have reflected the increased strength of these underlying businesses. During the last 12 months, Sifter Global Fund’s price increased by 16.5% and the year-to-date price was 9.5% higher. Since inception (2003), Sifter Fund has contributed an 8.7% annualized return after all fees.
Sifter's investment process in a nutshell
Below, we share some crucial elements of the Sifter investment strategy which we have applied for over 15 years. Sifter equity analysis is based on quantitative and qualitative research. While we don’t claim this approach works for everyone, it has been beneficial for us and for Sifter’s investors since 2003.
...So, what we do
We are attracted by strong earnings models and the prices they can be bought for. When we find a company of interest with strong historical financials and a low valuation, we strive to understand whether the earnings model of the company will remain superior in the future. When the earnings model of a company is strong, it has pricing power and is better able to resist competitive pressure. When we invest in such a company, we are not buying into an estimate of the stock price next week or next month; instead we are buying into the future returns of the company.
Welcome to investing
25 years ago, Sifter was established to manage the assets of one family, specializing in equities globally. Since then, the company has grown to be a professionally managed global equity fund with its own proprietary equity research. It has investors all over Europe. A typical Sifter investor is a family or family office. They value our research driven investment process, capital preservation characteristics and favorable returns. The founding family has a significant co-investment in Sifter Fund.
We thank our investors and hope you are satisfied with the Fund's performance. Also, we welcome new investors who share values with us: long-term investment, buy and hold strategy and investing in high quality businesses globally.
We are looking forward to the next 15-years, to make Sifter an even better equity investment for you.
CEO, Sifter Capital