WHAT WE DO

We advise investors who play the long game through a low-turnover, differentiated value discipline seeking wonderful companies to build wealth.

All investors aspire to build wealth in the stock market. Our company understands how frustrating and illogical the stock market can be. We have been involved in stock markets for 40 years and had success despite these shortcomings.

Smead Value Fund

Mutual fund for US investors who would like to invest with Smead Capital Management.

Smead International Value Fund

Mutual fund for US investors who would like to invest with Smead Capital Management.

Smead US Value UCITS Fund

Mutual fund for non-US investors who would like to invest with Smead Capital Management.

OUR ADVICE

Our company advises with a discipline that has proven success over long periods of time.

Iran War Investment Ramifications

Almost everyone is attempting to sort out the ongoing investment ramifications of the U.S. effort to eliminate Iran’s ability to attack their neighboring countries. We would like to think of this from multiple angles via the academic disciplines of history, math, economics and psychology. In doing so, we would like to gain perspective on how it could affect investments and performance. […]

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Stock Market Sabermetrics

[…] Effectively, in our way of viewing, the U.S. stock market, as represented by the S&P 500 Index, is in a two-strike count. Valuation, psychology, history and economics all argue that this is maybe the most expensive stock market in history. What this means is swinging for the fences is a bad idea, and wise investors should look to hit the ball where it is pitched. This is where they are given a favorable risk-reward relationship over the next five to ten years. […]

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WHO WE HELP

Our investors are individuals, advisors, family offices and institutions globally who invest with the firm through its mutual funds, separate accounts and other investment vehicles.

US INVESTORS

Individual Investors

Financial Advisors, Family Offices,
and Institutional Investors

NON-US INVESTORS

Individual Investors

Financial Advisors, Family Offices,
and Institutional Investors

We Advise Investors

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