Sprung Investment Management – Providing Canadian investors prudent investment strategies focused on wealth preservation and risk mitigation

Established in 2005, Sprung Investment Management has been dedicated to assisting clients in navigating market volatility through their unique "value investing" approach. Their primary goal is to preserve wealth and offer a real rate of return after accounting for fees and inflation. What sets Sprung apart is their philosophy, which often contradicts prevailing investment trends. Unlike other investment management firms, Sprung deliberately minimizes trading and transaction costs. Their decisions are grounded in thorough due diligence and a steadfast commitment to their chosen course, rather than being swayed by market fluctuations.

Clients are drawn to Sprung Investment Management due to their preference for tailored solutions over mass-market offerings. These discerning individuals seek the expertise of intelligent and trusted professionals who prioritize logic-based investment strategies. At Sprung Investment Management, clients receive the personalized attention and value they demand, making it a preferred choice for those seeking comprehensive and individualized investment management services.

The Sprung Investment Management Difference

Tailored Investment Solutions: Sprung Investment Management stands out in the industry due to its unwavering commitment to providing tailored investment solutions for individual clients and institutions. With a focus on high net worth investors who seek personalized attention, Sprung crafts and manages custom investment portfolios aligned with clients' unique circumstances and long-term objectives.

Direct Access and Transparent Communication: One of the distinctive aspects of Sprung Investment Management is its direct accessibility to clients. By eliminating layers of intermediaries, clients have the advantage of speaking directly to the analysts and decision-makers managing their portfolios. This transparent approach fosters trust and ensures a direct line of communication, enhancing the client experience.

Fiduciary Responsibility and Trust: What sets Sprung apart further is its dedication to the fiduciary responsibility it holds. The firm operates with care, honesty, and good faith, always prioritizing the best interests of its clients. This fiduciary duty translates into independent and unbiased investment decisions, instilling a higher level of trust in the relationship between clients and portfolio managers. Unlike many brokers and advisors, Sprung adheres to a 'best interest' duty, ensuring that clients' needs remain at the forefront of every decision.

Expertise and Continuous Learning: Sprung Investment Management's expertise is underscored by its professional qualifications, complying with stringent securities regulations that mandate the highest levels of education and experience in the investment industry. This commitment to continuous learning and staying abreast of industry developments ensures clients receive informed and strategic investment advice.

Personalized Approach and Investment Policy Statements: Clients benefit from a personalized approach to portfolio management, with Sprung Investment Management tailoring its services based on clients' objectives and risk tolerance. The firm goes the extra mile by creating individual Investment Policy Statements, establishing clear guidelines for communication, types of investments, reporting, fees, risks, and other pertinent issues tailored to each client's unique circumstances.

Compliance and Legal Safeguards: Furthermore, Sprung Investment Management operates within a stringent legal framework. Both the firm and its team of professionals are registered and monitored by provincial securities commissions, ensuring compliance with industry standards. Additionally, the firm adheres to rigorous financial reporting, capital, and insurance requirements, providing an added layer of protection for clients' investments.

Sprung Investment’s Investing Strategy and Approach

Unique Value Investing Approach: Sprung Investment Management distinguishes itself through a distinctive value investing approach, concentrating on intrinsic value assessment, long-term growth, and a margin of safety. Their strategy revolves around fundamental company analysis, steering clear of speculative profits and market trends to ensure clients' capital is safeguarded effectively.

Tailored Portfolio Management: With a focus on individualized client solutions, Sprung Investment Management meticulously builds and manages customized investment portfolios. They align their strategies with clients' unique goals and risk tolerances, facilitating seamless transfers of existing holdings and making necessary adjustments to meet evolving objectives over time.

Client-Centric Approach: Operating under a fiduciary duty, Sprung Investment Management places clients' interests at the forefront, setting them apart from advisors tied to large bank-owned brokers. Their commitment to a 'best-interest' standard ensures that clients receive advice tailored specifically to their needs, fostering trust and transparency in their client relationships.

Strategic Asset Management: Sprung Investment Management employs a systematic approach to asset management, encompassing the deployment, operation, and maintenance of assets cost-effectively. Specializing in various investment classes, they focus on equities and bonds, tailoring their strategies to meet individual clients' investment objectives and deliver consistent returns over time.

Prudent Investment Practices: As value investors, Sprung Investment Management appraises the intrinsic value of companies, actively seeking undervalued opportunities for long-term growth. Their patient and selective approach to trading ensures optimal market entry points, demonstrating a commitment to making well-informed decisions aligned with clients' financial goals.

Conservative Wealth Preservation: Embracing a conservative investment philosophy, Sprung Investment Management prioritizes the protection and growth of clients' wealth. Their strategy emphasizes return of capital alongside return on capital, appealing to clients who value the preservation of their hard-earned assets, making them a trusted choice for those seeking financial security and thoughtful wealth management.

Sprung Investment Management's client-focused approach, transparent communication, fiduciary responsibility, professional qualifications, personalized portfolio management, and adherence to legal requirements make it a trusted partner for individuals and institutions seeking comprehensive and reliable investment management services.

Michael Sprung | Managing Partner

“Our decisions are based on due diligence and staying our course rather than reacting to market volatility. We believe, in the words of Ben Graham that ‘the essence of investment management is the management of risks, not the management of returns’.”

“Sprung Investment Management's client-focused approach, transparent communication, and adherence to legal requirements make it a trusted partner for individuals and institutions seeking comprehensive and reliable investment management services.”

“Sprung Investment Management operates within a stringent legal framework. Both the firm and its team of professionals are registered and monitored by provincial securities commissions, ensuring compliance with industry standards.”