Sprott Focus Trust

NASDAQ:FUND USA Asset Management
Market Cap
$281.60 Million
Market Cap Rank
#41234 Global
#13413 in USA
Share Price
$9.50
Change (1 day)
+0.32%
52-Week Range
$6.41 - $10.13
All Time High
$10.13
About

Sprott Focus Trust, Inc. is a closed-ended equity mutual fund launched and managed by Sprott Asset Management, LP. The fund is co-managed by Sprott Asset Management USA Inc. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value stocks of companies across all market capitaliz… Read more

Sprott Focus Trust (FUND) - Net Assets

Latest net assets as of June 2025: $248.90 Million USD

Based on the latest financial reports, Sprott Focus Trust (FUND) has net assets worth $248.90 Million USD as of June 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets ($250.80 Million) and total liabilities ($1.90 Million). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets $248.90 Million
% of Total Assets 99.24%
Annual Growth Rate 1.75%
5-Year Change 3.29%
10-Year Change 54.75%
Growth Volatility 23.17

Sprott Focus Trust - Net Assets Trend (2006–2024)

This chart illustrates how Sprott Focus Trust's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Sprott Focus Trust (2006–2024)

The table below shows the annual net assets of Sprott Focus Trust from 2006 to 2024.

Year Net Assets Change
2024-12-31 $250.88 Million -5.65%
2023-12-31 $265.92 Million +4.61%
2022-12-31 $254.19 Million -5.53%
2021-12-31 $269.08 Million +10.78%
2020-12-31 $242.90 Million +3.22%
2019-12-31 $235.32 Million +29.48%
2018-12-31 $181.75 Million -20.28%
2017-12-31 $227.99 Million +15.55%
2016-12-31 $197.31 Million +21.71%
2015-12-31 $162.12 Million -13.68%
2014-12-31 $187.80 Million -1.88%
2013-12-31 $191.40 Million +62.82%
2008-12-31 $117.55 Million -38.39%
2007-12-31 $190.81 Million +3.94%
2006-12-31 $183.57 Million --

Equity Component Analysis

This analysis shows how different components contribute to Sprott Focus Trust's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 12.2% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Retained Earnings $56.71 Million 22.60%
Common Stock $194.17 Million 77.40%
Total Equity $250.88 Million 100.00%

Sprott Focus Trust Competitors by Market Cap

The table below lists competitors of Sprott Focus Trust ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Sprott Focus Trust's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 265,915,765 to 250,881,639, a change of -15,034,126 (-5.7%).
  • Net income of 1,970,468 contributed positively to equity growth.
  • Other factors decreased equity by 17,004,594.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income $1.97 Million +0.79%
Other Changes $-17.00 Million -6.78%
Total Change $- -5.65%

Book Value vs Market Value Analysis

This analysis compares Sprott Focus Trust's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 1.24x
  • The company is trading above its book value, indicating the market recognizes value beyond its reported assets.
  • The price-to-book ratio has increased from 1.09x to 1.24x over the analyzed period, suggesting growing market confidence.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2013-12-31 $8.68 $9.50 x
2014-12-31 $8.26 $9.50 x
2015-12-31 $6.87 $9.50 x
2016-12-31 $8.07 $9.50 x
2017-12-31 $9.11 $9.50 x
2018-12-31 $6.97 $9.50 x
2019-12-31 $8.30 $9.50 x
2020-12-31 $8.08 $9.50 x
2021-12-31 $9.07 $9.50 x
2022-12-31 $8.49 $9.50 x
2023-12-31 $8.91 $9.50 x
2024-12-31 $7.64 $9.50 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Sprott Focus Trust utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 0.79%
  • The company may be facing challenges in efficiently utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 9.95%
  • • Asset Turnover: 0.08x
  • • Equity Multiplier: 1.00x
  • Recent ROE (0.79%) is below the historical average (2.92%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2006 13.47% 92.23% 0.15x 1.01x $6.38 Million
2007 10.88% 62.04% 0.16x 1.10x $1.67 Million
2008 -58.28% -897.45% 0.06x 1.01x $-80.26 Million
2013 16.46% 1003.18% 0.02x 1.02x $12.36 Million
2014 0.19% 9.11% 0.02x 1.00x $-18.42 Million
2015 -13.00% -243.47% 0.04x 1.29x $-37.29 Million
2016 19.79% 303.91% 0.06x 1.10x $19.31 Million
2017 15.59% 98.64% 0.14x 1.15x $12.74 Million
2018 -21.53% 0.00% -0.21x 1.04x $-57.31 Million
2019 24.74% 99.38% 0.23x 1.06x $34.68 Million
2020 5.53% 96.57% 0.06x 1.02x $-10.87 Million
2021 19.24% 99.18% 0.19x 1.00x $24.82 Million
2022 -0.32% 0.00% 0.00x 1.01x $-26.23 Million
2023 10.33% 144.12% 0.07x 1.00x $885.69K
2024 0.79% 9.95% 0.08x 1.00x $-23.12 Million

Industry Comparison

This section compares Sprott Focus Trust's net assets metrics with peer companies in the Asset Management industry.

Industry Context

  • Industry: Asset Management
  • Average net assets among peers: $310,488,743
  • Average return on equity (ROE) among peers: -23.81%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Sprott Focus Trust (FUND) $248.90 Million 13.47% 0.01x $91.99K
Aberdeen International Inc (AABVF) $136.31 Million 25.56% 0.23x $2.78 Million
Acadian Asset Management Inc (AAMI) $-17.60 Million 0.00% 0.00x $1.39 Billion
AllianceBernstein Holding L.P. (AB) $402.30 Million 32.07% 0.95x $3.43 Billion
VIVO Cannabis Inc (ABCCF) $164.13 Million 16.36% 0.09x $148.26 Million
Associated Capital Group Inc (AC) $502.13 Million 5.33% 0.17x $42.54 Million
Adrian Resources Ltd (ADLRF) $605.01 Million 3.35% 0.58x $609.82 Million
Abrdn Emerging Markets Equity Income Fund Inc (AEF) $85.10 Million -65.65% 0.01x $77.20K
AGF Management Limited (AGFMF) $1.12 Billion 10.14% 3.56x $298.43 Million
Agronomics Limited (AGNMF) $100.03 Million 1.02% 0.02x $57.14 Million
AgriFORCE Growing Systems Ltd (AGRI) $6.11 Million -266.31% 0.76x $2.71 Million