Investment Philosophy & Strategy
SIF follows a Growth at a Reasonable Price (GARP) philosophy with a bias toward value-investing. We prioritize high-quality businesses with durable competitive advantages that can compound returns over time.
Style
Long-only, bottom-up fundamental research. GARP with a value-bias.
Time Horizon
Minimum 12-month investment horizon, with preference for multi-year holding periods.
Focus
Public equities in developed markets. Over $500m market cap.
Diversification
Target portfolio adds new positions per year to incorporate new analysts' highest conviction ideas. Analysts also inherit legacy position coverage.
What we look for.
Attractive Fundamentals
Strong balance sheet, defensible margins, and durable free cash flow generation.
Reasonable Valuation
Evidence of mispricing relative to intrinsic value, peers, or historical multiples. Variant view vs. consensus expectations.
Sustainable Growth
Clear catalysts for earnings growth or margin expansion supported by industry tailwinds or company-specific drivers.
Quality Management
Proven capital allocation discipline and shareholder alignment (act like owners). Trustworthy with a proven track record.
Live performance, updated daily.
Performance (indexed to 100)