Sicart Associates LLC
Sicart Associates LLC is a boutique financial and investment advisory firm headquartered in New York City, NY. Founded and led by experienced partners with backgrounds in wealth management and family office services, the firm provides investment management and personalized advisory solutions to families and individual investors. The team comprises five members, emphasizing a client-focused, long-term approach without the pressures of corporate quotas or short-term sales targets.
Investment Strategy
Sicart Associates LLC pursues a long-term, diversified investment strategy focused on building and trimming positions over time in response to changing business fundamentals and macroeconomic developments. The firm maintains close monitoring of its holdings, staying in contact with company management, and prefers to hold investments for the long term unless valuations become excessively high or future returns appear unsatisfactory. They seek to make opportunistic purchases that may evolve into enduring, management-driven holdings with reinvestment at high returns, reflecting a patient, value-oriented investment philosophy.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 10.73% | $39.6M | 431,682 | $91.74 | $91.75 | +$35.2M |
G GLD | SPDR GOLD TR | 8.65% | $31.9M | 89,825 | $128.64 | $355.47 | +$4.6M |
N NFLX | NETFLIX INC | 5.47% | $20.2M | 16,835 | $244.32 | $1198.92 | -$2.5M |
T TSLA | TESLA INC | 5.24% | $19.3M | 43,477 | $262.32 | $444.72 | +$7.9M |
G GH | GUARDANT HEALTH INC | 3.89% | $14.4M | 230,083 | $58.54 | $62.48 | +$5.8M |