Portfolio Managers

William W. Smead

Lead Portfolio Manager

William is the founder of Smead Capital Management, where he oversees all activities of the firm. As Chief Investment Officer, he is the final decision-maker for all investment and portfolio decisions as well as reviewing the implementation of those decisions in the firm’s separate accounts and mutual funds.

William began his career in the investment business with Drexel Burnham Lambert in 1980. He left Drexel Burham Lambert in 1989 as First Vice President/Assistant Manager and joined Oppenheimer & Co., where he stayed until joining Smith Barney in 1990. William remained at Smith Barney until September 2001 when he joined Wachovia Securities becoming the Managing Director/Portfolio Manager of Smead Investment Group of Wachovia Securities. In 2007, William left Wachovia Securities to found Smead Capital Management.

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Tony A. Scherrer, CFA

Co-Portfolio Manager

Tony is the firm’s Director of Research and is jointly responsible for the day-to-day management of the firm's separate accounts and mutual funds.

Prior to joining Smead Capital Management, Tony served as Vice President and Senior Portfolio Manager for U.S. Trust Company from 2005-2007 and BMO Harris Private Bank from 2003-2005, Previously, he served at Merrill Lynch in its Institutional Advisory Division and Smith Barney Asset Management. Tony is a graduate of Seattle Pacific University and has completed Executive Education at Stanford University Graduate School of Business. With over 20 years of experience in the investment industry, Tony is a member of the CFA Institute and the CFA Society of Seattle. 

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Cole Smead, CFA

Co-Portfolio Manager

Whitman College, B.A. Economics/History, 2006

Cole is a member of the investment committee that oversees the management of the firm’s separate accounts and mutual funds.

Before joining Smead Capital Management, Cole was a FinancialAdvisorat Wachovia Securities inScottsdale, AZ. Cole graduated from Whitman College in 2006 with a degree in both Economics and History and received the CFA designation in 2011. He is a member of the CFA Institute and the CFA Society of Seattle.

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Click here for a Fund Prospectus or Application. Please refer to the prospectus for important information about the investment company including objectives, risks, charges, and expenses. Read and consider it carefully before investing. You may also obtain a hard copy of the prospectus by calling 1.877.807.4122.

Mutual fund investing involves risk. Principal loss is possible.

The Smead Value Fund is distributed by ALPS Distributors, Inc. ALPS Distributors, Inc. and Smead Capital Management are not affiliated.