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.

Buy Energy. I am.

In October 2008, Warren Buffett penned an op-ed in The New York Times titled, “Buy American. I am.” Warren argued that though things looked terrible, he was buying stocks personally. He was selling government bonds he held to buy these securities. He argued how poorly cash would do at that time and in the foreseeable future.

Fast forward to today when Berkshire Hathaway (BRK) sits on $130.62 billion in cash. It’s not deploying capital very quickly via Warren, Charlie Munger, Todd Combs and Ted Weschler to investments, let alone stocks. There is one thing that has burned a hole in Warren’s pocket though: OXY. […]

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Tech Stock Hail Mary

[…] We are very late in one of the greatest growth stock investing games in history. Technology, an investment sector with a few huge winners and mostly flame-out startups, has been on a roll dominated by the largest companies in the sector. These largest wide-moat monopoly stocks have feasted on nearly uninterrupted momentum. […]

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Good Odds and Odd Goods

My father and I both attended a small liberal arts college that was one of the strongest academic institutions in its region and was tough to get into. While it sat far away from the amenities of a large city and was historically weak in sports, it produced a lot of success out of its powerful educational rigor. It was also highly likely for you to marry someone you went to school with. The paradox that this marriage potential created at the college was that the odds are good, but the goods are odd. This is the statement that can be made for common stock investing today. […]

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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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