1Q 2023 Webcast
Picking Among Poisons:
Rich-cession or Recession
1st Quarter 2023 Webcast
April 27, 2023 – 1:00PM PST (4PM EST)
Please join us for the Smead Funds 1st Quarter 2023 Webcast titled “Picking Among Poisons: Rich-cession or Recession.” During the call, we will walk through attribution, holdings, and portfolio characteristics. We will then reintroduce attendees to our eight criteria for stock selection with APA Corp. (APA). Lastly, Lead Portfolio Manager Bill Smead will delve into “Picking Among Poisons: Rich-cession or Recession” with a discussion on what we believe investors should be prepared for to avoid stock market failure in 2023. The webcast will end with a question and answer session. We welcome your participation.
Call-in toll number (U.S./Canada) +1-650-479-3208
Access code 2551 351 6176
Event password Smead (76323 from phones)
Please email [email protected] 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 UMB Distribution Services, LLC. UMB Distribution Services, 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