Quality Investing generated an annual return of +34.3% to the Sifter Fund in 2021

The Sifter Fund Net Asset Value (NAV) increased by 34.3% in 2021. This was the best year in the Fund's history. The Fund return outperformed the global equity index (MSCI ACWI, Eur) by 6.8%. The institutional, PI class, rose even more, by 34.8%, beating the market index by as much as 7.3%.

Which quality companies were the top gainers and what changes did we make to the portfolio in 2021?

https://sifterfund.com/en/quality-investing-generated-an-annual-return-of-34-3-to-the-sifter-fund-in-2021/

00:00 Welcome
00:03 Sifter Fund Global R/I Return 2021 +34.3%
00:23 Sifter Fund Global PI Return 2021 +34.8%
01:03 Top Contributors 2021
01:16 Top Detractors 2021
01:43 Old Domimion Freight Line +98.1%
03:44 Novo Nordisk +75.3%
06:44 Nitori Holdings new investment in 2021
10:35 Safran -6.8%
12:03 Portfolio moves in 2021
12:15 Sifter Fund's investment principles
12:41 New investments 2021
12:45 Weight increased 2021
12:56 Sold investments 2021
13:21 Sony Corporation new investment in 2021
14:42 Sold Investment: iRobot +240%
16:51 Sold Investment: Oracle +248%
18:42 Sold Investment: AIN Holdings -5.9%
19:30 Sifter Fund Global vs S&P 500 KPI
20:18 Sifter Fund Global Sales Growth 2021
20:56 Sifter Fund Global Operating Margin 2021
21:32 Sifter Fund Global ROIC 2021
21:53 Sifter Fund Global Leverage 2021
22:48 Sifter Fund Global Valuation 2021

Disclaimer: No distribution, no offer, no solicitation. This video may contain various information relating to collective investment schemes which shall not, in any case, constitute any distribution, offer or solicitation. None of the information in the presentation shall be considered as investment, legal or tax advice. No decision shall be made solely based on this video. In particular, it is strongly recommended to seek for qualified advice. The historical performance of the Fund is not a guarantee of future performance.

Learn more about Quality Investing: https://sifterfund.com/en/quality-investing/

Скачать видео