Sequoia Fund (SEQUX) Research

The Sequoia Fund's primary aim is to achieve significant, sustained growth for investors' capital over an extended period. To realize this, the fund's management seeks out and acquires shares of companies that they assess as being undervalued at the time of purchase, yet possess robust prospects for future appreciation. The fund typically allocates its capital to equities of both U.S. and international corporations. It has the flexibility to invest in businesses of any market valuation. Notably, this fund operates as a non-diversified portfolio.

Market snapshot

Symbol
SEQUX
Price
$199.27
Day change
+0.41%
Market cap
$4.8B
52-week range
175.37-217.28
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron Growth Fund (BGRFX)
  • First Eagle Gold Fund (FEGIX)
  • Fidelity Mega Cap Stock Fund (FGRTX)
  • The Hartford Equity Income Fund (HQIIX)
  • Parnassus Endeavor Fund (PARWX)
  • Parnassus Funds - Parnassus Endeavor Fund (PFPWX)
  • T. Rowe Price Balanced Fund (RPBAX)
  • Nuveen Large Cap Responsible Equity Fund Premier (TRPSX)

Open Sequoia Fund (SEQUX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.