1Q 2026 Webcast
Permanently Higher Plateau
1st Quarter 2026 Webcast
April 23, 2026 – 1:00PM PST (4PM EST)
Please join us for the Smead Funds 1st Quarter 2026 Webcast. During the call, our portfolio management team will walk through attribution, holdings, and portfolio characteristics. We will then reintroduce attendees to our eight criteria for stock selection with Lennar (LEN). We will end the call by presenting “Permanently Higher Plateau,” with a discussion on the history, psychology, math, and economics of valuations, and what we believe it means for the market going forward. The webcast will end with a question-and-answer session. We welcome your participation.
Call-in toll number (U.S./Canada) +1-669-444-9171
Webinar ID 815 2951 0780
Please email info@smeadcap.com if you would like a copy of the presentation following the webcast.
Fund holdings and sector allocations are subject to change and should not be considered recommendations to buy or sell any security.
Click here for a Fund Prospectus or Application.
Please refer to the prospectus for important information about the investment company including objectives, risks, charges, and expenses. Read and consider it carefully before investing. You may also obtain a hard copy of the prospectus by calling 1.877.807.4122.
Mutual fund investing involves risk. Principal loss is possible.
The Smead Funds are distributed by Smead Funds Distributors, LLC. Smead Funds Distributors, LLC is a wholly owned subsidiary of Foreside Distributors, LLC. Smead Funds Distributors, LLC and Smead Capital Management are not affiliated.
CFA® is a registered trademark owned by the CFA Institute.
This concentrated fund looks for a few high-quality stocks at bargain prices.
by Ryan Ermey
