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.

Cantillon Marries the Red Queen

[…] Cycles are an inescapable attribute of markets just as in nature. Cantillon’s theory helps further illuminate how these cycles are created and behave within economies. It also explains why we find oil and gas companies so attractive. Since 2014, most have written off oil and gas companies as perennially un-investable for a myriad of reasons, many we have covered in previous missives. What is often not taken into consideration is how the role of monetary interference and the Red Queen Effect have fundamentally altered the oil and gas companies for the better. Both are critical factors that compelled these companies to evolve in order to compete in this new environment. […]

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The Genesis of Our Stock Selection

We have gained a number of new investors and get regular vetting interest from investors who need to understand the roots of our stock-picking discipline. Our stock-picking discipline is built around our eight criteria for stock selection […]

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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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