Sequoia Fund
E928768
Sequoia Fund is a long-established, value-oriented mutual fund renowned for its concentrated, Buffett-inspired investment approach and strong long-term performance record.
Statements (45)
| Predicate | Object |
|---|---|
| instanceOf |
mutual fund
ⓘ
open-end investment company ⓘ |
| advisor | Ruane, Cunniff & Goldfarb Inc. NERFINISHED ⓘ |
| assetClass | equities ⓘ |
| benchmarkType | U.S. equity index ⓘ |
| country |
United States of America
ⓘ
surface form:
United States
|
| currency | US dollar ⓘ |
| distributionPolicy |
may distribute capital gains
ⓘ
may pay dividends ⓘ |
| domicile | United States NERFINISHED ⓘ |
| feeType | management fee ⓘ |
| focus | long-term capital growth ⓘ |
| hasRisk |
concentration risk
ⓘ
manager risk ⓘ market risk ⓘ |
| inspiredBy | Warren Buffett NERFINISHED ⓘ |
| investmentApproach | concentrated portfolio ⓘ |
| investmentHorizon | long term ⓘ |
| investmentPhilosophy | Buffett-inspired ⓘ |
| investmentRestriction | subject to prospectus limits ⓘ |
| investmentStyle | value investing ⓘ |
| investmentUniverse |
primarily U.S. stocks
ⓘ
primarily equities ⓘ |
| knownFor |
concentrated holdings
ⓘ
strong long-term performance record ⓘ value-oriented investment approach ⓘ |
| legalStructure | registered investment company ⓘ |
| liquidity | daily liquidity on business days ⓘ |
| managedBy | Ruane, Cunniff & Goldfarb Inc. NERFINISHED ⓘ |
| portfolioConcentration | relatively small number of holdings ⓘ |
| publicOffering | offered to retail investors ⓘ |
| redemption | shares redeemable at net asset value ⓘ |
| regulator |
Securities and Exchange Commission
ⓘ
surface form:
U.S. Securities and Exchange Commission
|
| researchProcess | in-depth company analysis ⓘ |
| riskProfile | equity market risk ⓘ |
| sectorExposure | varies over time ⓘ |
| strategyFeature |
buy-and-hold orientation
ⓘ
emphasis on intrinsic value ⓘ focus on high-quality businesses ⓘ fundamental, bottom-up research ⓘ |
| targetInvestor |
investors seeking active management
ⓘ
long-term investors ⓘ |
| taxStatus | regulated investment company (U.S.) ⓘ |
| timeHorizon | multi-year holding periods ⓘ |
| valuationMethod | net asset value ⓘ |
Referenced by (3)
Full triples — surface form annotated when it differs from this entity's canonical label.