Quality Investing Strategy +31% in 2023

Описание: In 2023, the Sifter Fund performed exceptionally well, yielding a 31% return (R/I class). At the beginning of the year, there was great uncertainty in the global economy, and few expected significant returns from the stock markets.

However, as the year progressed, inflation rapidly decreased following interest rate hikes. Additionally, the excitement generated by artificial intelligence particularly boosted stocks in the United States and the technology sector.

In the video, we discuss how the Sifter Fund’s year 2023 went. Sifter’s portfolio managers share their thoughts on portfolio companies.

00:00 Introduction
00:06 Sifter Fund 2023 +31.0%
00:20 Past 5 years
02:08 Contributors & Detractors 2023
02:54 Disco Corporation +155.5%
09:12 Be Semiconductor +106.8%
13:37 Johnson&Johnson -11.8%
16:24 The Walt Disney Company
22:26 Diversification
23:58 Sector allocation 2023
26:06 Geographical allocation 2023
27:22 Risks
28:16 Risk - 5 year performance
36:24 Lessons learned

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.