We are
WHAT WE DO
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.
Mutual fund for investors in the US who would like to invest with Smead Capital Management.
Mutual fund for investors outside of the US who would like to invest with Smead Capital Management.
OUR ADVICE
The goal of our work is to avoid getting stuck as fashion disappears. We have no urge for getting beat up by our companies suffering from civil law moving against them. We enjoy using these divine laws to run our portfolios. Thanks to John Locke, we hope to avoid stock market failure.
These young investors have adopted certain mantras. Maybe none more famous than the term HODL. HODL is short for hold on for dear life. What is striking to us is that, while the term is well-founded, they know that to create a large net worth you must hold a position for a very long time. This increases your net worth, while keeping the government away from taxing your unrealized capital gains. In effect, you just hold on as long as you can.
Most millennials have never seen an era where value has done well. The last 12 months seem like an aberration in their careers relative to the booming growth markets of the 2010’s. The investors that have witnessed value do well time and time again are more than likely baby boomers, not to count Charlie and Warren out (we never do). However, the silent generation is fewer by the day, though they have seen the tug-of-war in the value-versus-growth continuum more than future generations.
WHO WE HELP
US INVESTORS
NON-US INVESTORS
We use cookies to understand how you use our site to improve your experience. By continuing to use our site, you agree to our use of cookies, revised Privacy Policy and Terms of Use.
