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.

All labels observed (1)

Label Occurrences
Sequoia Fund canonical 3

How this entity was disambiguated

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
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 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

How these facts were elicited

Referenced by (3)

Full triples — surface form annotated when it differs from this entity's canonical label.

William J. Ruane notableWork Sequoia Fund
William J. Ruane founded Sequoia Fund
William J. Ruane boardMemberOf Sequoia Fund