Investors
Individual Investors
In keeping with our goal of an unrivaled client experience, Smead Capital Management seeks to serve individual investors through our process, communication and managed accounts:
Investment Philosophy
Our Investment Philosophy and will to serve people leads us to provide individual investors access to our institutional money management.
Investment Approach
History, Psychology and Mathematics focus our Investment Approach for the individual investors who employ us.
Eight Investment Criteria
In accordance with the Smead Capital Management's Eight Investment Criteria for buying and holding ownership in quality companies, we believe our approach to portfolio management is efficient and deliberate. We strive to buy and sell securities at a favorable price based on each individual company’s merit.
Our fees are based on a percentage of your total assets under management. Our sole interest is to increase the value of your portfolio, so we can focus on picking successful investments and letting them grow.
Communication
Among the valuable benefits Smead Capital Management clients receive are the unique and frequent market perspectives offered by our newsletters, Roadshow Events and the Smead Blog. Few investment professionals share our ability to demystify the stock market by explaining market activity in terms that people can understand and embrace. The aim of Smead Capital Management is to inspire investors to profit from their perseverance.
Working With Us
Smead Capital Management works with individuals of many sizes. More information about the products and services that we offer can be found on our Products Page. Smead Capital Management also offers a mutual fund to investors. You can find more information about the Smead Value Fund at www.smeadfunds.com.
Our clients have the opportunity to attend several Roadshow Events per year covering the history, mathematics and psychology of the current investment environment. They also receive a quarterly newsletter, quarterly reports and regular updates through our Missives. Ongoing communication with our clients helps maintain optimism in difficult markets and objectivity in strong markets.