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Sales Desk – US 877.701.2883
Sales Desk – International +353 1 525 9677
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: Jeremy Grantham is a brilliant asset allocator, writer and thinker. He works for an organization (GMO) of great people in those disciplines. He released his quarterly letter to the public recently entitled “My Sister’s
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: We at Smead Capital Management (SCM) have made the case that the poor performance of the US stock market from the end of 1999 to the end of 2008 has caused most institutional and
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: One of my favorite songs of the late 1960’s was “Abraham, Martin and John”. It reminded us that a number of our country’s leaders had been assassinated. Investments aren’t nearly as important as life
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: A recent article in “The National” quoted Jim O’Neil as saying that current supply and demand for oil indicates that $80 to $100 per barrel for Brent Crude would be a fair price. For
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: In his recent 2011 shareholder letter, Warren Buffett explained the purpose behind investing, the “real” definition of risk, and the three types of investments which congregate the marketplace. At Smead Capital Management, we believe
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: We have been traveling around the world delivering a talk to CFA Societies on why passive indexes beat most active equity funds. We start the talk with the following William Sharpe quote from 2002:
William Smead Chief Executive Officer Chief Investment Officer Printable Version Dear Fellow Investors: In the Bible’s books of Genesis and Exodus we are told that as Prime Minister of Egypt, Joseph was wise enough to store up massive amounts of grain in a seven–year
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: Last week the Federal Reserve Board released the minutes of its meetings in 2006. There were discussions of the current economy, numerous credit tightening moves and a consistent belief in the idea that the
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: What is required for a whopper of a secular bear market is for most market participants to believe the positive side of the story all the way down. We at Smead Capital Management believe
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: We are owners of both EBay (EBAY) and Amgen (AMGN). We believe the dividend policy and price action in the shares of these two companies can teach us about stock price performance over the
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