Smead Capital: Active Management Isn’t Dead
By Johanna Bennett
For more information go to www.barrons.com.
Sales Desk – US & Canada  1.877.701.2883
Sales Desk – International  +353.1.525.9677
Sales Desk – US & Canada  877.701.2883
Sales Desk – International  +353 1 525 9677
By Johanna Bennett
For more information go to www.barrons.com.
I think about life a lot differently as a 42-year-old man than when I was younger. Junior high dances come to mind, particularly where there were two groups of guys: those that dance...
âź¶ Keep Reading[...] Therefore, most investors are asking the question: Is this a great buying opportunity? Our experience in the stock market would argue that these stocks are trapped in the mineshaft. First, we are...
âź¶ Keep ReadingThe year 2026 has shown that deeply out of consensus investments in the portfolio have continued to reward investors. Our banks and energy companies continue to lead investment performance as they have over...
⟶ Keep ReadingWhen I was a child, we were told, “Starve a cold and feed a fever.” This appears to us to be what is going on in the stock market as we enter the...
⟶ Keep ReadingHeadlines are popping up left and right about how high the 10-year Treasury yield has risen. While investors make decisions about what is the “right” longer-term cost of government debt, many journalists focus...
âź¶ Keep ReadingFor a quarter of a century, the hyperscalers have been some of the most profitable and technologically innovative businesses ever created. The reason was clear: their marginal cost per additional customer was almost...
âź¶ Keep ReadingWhich fund do you want to go to?
Smead Value FundSmead International Value Fund
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