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SCM 1st Quarter 2009 Newsletter

Our Abusive Parent Leads to Lots of Experts at Extremes As portfolio managers, we feel like the children of an abusive parent. The parent spent the last 29 years teaching us the difference between right and wrong. We in turn have been executing the behaviors

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SCM 4th Quarter 2008 Newsletter

The King is Dead, Long Live the King  The French say, “Le Roi est mort, vive le Roi!” The King is dead, long live the King. When the Monarch or holder of the throne would die, a new one would immediately rise up and replace

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SCM 3rd Quarter 2008 Newsletter

It’s Different This Time 3rd Quarter 2008 It is said on Wall Street that the most financially damaging expression is, “It’s different this time.” An up or down trend gets established in an investment or economic market for a long time and human nature leads

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SCM 2nd Quarter 2008 Newsletter

“Sequels” — Why They Provide a Consistent Audience! 2nd Quarter 2008 I haven’t seen it yet, but the latest installment of the Indiana Jones Saga came out recently. It reminds me of how powerful nostalgia can be to human behavior and how much we like

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2nd Quarter 2012 Webcast for Non-US Investors

SMEAD: 2Q12 Webcast for Non-US Investors from Smead Capital Management on Vimeo. Is this a Long-Term Bull Market in US Large Cap Stocks? The information contained in this presentation represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance

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