SFE INVESTMENT COUNSEL INC.
SFE INVESTMENT COUNSEL INC. is a Series C+, buyout and pre-ipo fund in the US investing in Climate, Fintech, Healthcare, technology, consumer-goods and industrials.
- Stages
- Series C+, buyout, pre-ipo
- Sectors
- Climate, Fintech, Healthcare, technology, consumer-goods, industrials
- Invests in
- US-wide
- Actively investing
- Yes
- Founded
- 1977
- Assets under management
- $500M - $1B
- Website
- sfeic.com
Check size not disclosed
Thesis
Their investment strategy is a dual approach combining 'stock-picking' to identify superior businesses with disciplined portfolio risk management, emphasizing 'trimming high' and 'buying low.' They focus on financially strong companies with competitive positioning, a history of dividends, and strong management teams. SFE invests across various sectors such as Financial Services, Technology, Healthcare, Energy, Consumer Goods, and Industrials, backing companies at the Growth, Late Stage, and Pre-IPO stages, with a primary geographic focus on the United States. The firm's fee structure for separately managed accounts has a minimum charge of $500 per quarter, with annualized rates not exceeding 2.00% for the first $250,000 in assets.
Common questions
Does SFE INVESTMENT COUNSEL INC. invest at the Series C+ stage?
Yes. SFE INVESTMENT COUNSEL INC. lists Series C+, buyout and pre-ipo among the stages it invests in.
Where does SFE INVESTMENT COUNSEL INC. invest?
SFE INVESTMENT COUNSEL INC. invests in the US.