WHAT WE DO

We advise investors that fear stock market failure 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.

Dallas Buyers Club

[…] History would argue that we have years of higher oil and gas prices ahead of us, especially if the Communist Chinese release their population from its COVID-19 imprisonment and start competing on the world economic stage. Therefore, we are making every effort to over-weight our oil and gas stocks despite their stock market success in 2021 and 2022. […] 

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Home Builders’ Sentiment

[…] What was going on in 2012 that made home builders so depressed about their future? What should you have done in 2012 with the shares of D.R. Horton (DHI) and Lennar (LEN) in response to the NAHB survey? What is going on now for home builders which makes them so uncertain and depressed about their future? Lastly, how should we as investors react to this sentiment? […] 

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The Good News: Einhorn is Finkle

[…] As Buffet said in the 1998 Berkshire Hathaway meeting: The secret to life is weak competition. We shouldn’t complain about how tough it is and how few people are willing to do this. We should celebrate the wealth (alpha) we can capture from this backdrop. We should intensify our work not on which stocks can rerate the quickest, but which businesses that we own can compound our capital inside their business without needing outside investors. It would be great, too, if other minority investors alongside us don’t understand the value we see and are more than willing to sell their shares during the next buyback activities. This market is requiring investors to play for keeps. […]

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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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