4Q 2023 Webcast

Outlook 2024: Crossing the Stock Market Bar

4th Quarter 2023 Webcast

January 23, 2024 – 1:00PM PST (4PM EST)

Please join us for the Smead Funds 4th Quarter 2023 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 Western Alliance Bancorp. (WAL). We will end the call by presenting “Outlook 2024: Crossing the Stock Market Bar” with a discussion on where we believe investors can find opportunities and avoid stock market failure in 2024. 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 2552 175 2746
Event password Smead4Q

Please email info@smeadcap.com if you would like a copy of the presentation following the webcast.

As of 02/22/2024


Investor Share Class

SMVLX

Price: $78.46

A Share Class

SVFAX

Price: $77.68

I1 Share Class

SVFFX

Price: $78.41

R1 Share Class

SVFDX

Price: $77.11

R2 Share Class

SVFKX

Price: $79.52

Y Share Class

SVFYX

Price: $78.53

C Share Class

SVFCX

Price: $75.82

Investor Share Class

SMVLX

Price: $78.46

CUSIP: 83178C881

Minimum Investment: $3,000

A Share Class

SVFAX

Price: $77.68

CUSIP: 83178C808

Minimum Investment: $3,000

I1 Share Class

SVFFX

Price: $78.41

CUSIP: 83178C873

Minimum Investment: $1,000,000

R1 Share Class

SVFDX

Price: $77.11

CUSIP: 83178C303

Minimum Investment: $25,000

R2 Share Class

SVFKX

Price: $79.52

CUSIP: 83178C402

Minimum Investment: $25,000

Y Share Class

SVFYX

Price: $78.53

CUSIP: 83178C709

Minimum Investment: $10,000,000

C Share Class

SVFCX

Price: $75.82

CUSIP: 83178C105

Minimum Investment: $25,000

Click here for fund holdings.

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.

As of 02/22/2024


Investor Share Class

SMVLX

Price: $78.46

A Share Class

SVFAX

Price: $77.68

I1 Share Class

SVFFX

Price: $78.41

R1 Share Class

SVFDX

Price: $77.11

R2 Share Class

SVFKX

Price: $79.52

Y Share Class

SVFYX

Price: $78.53

C Share Class

SVFCX

Price: $75.82

Investor Share Class

SMVLX

Price: $78.46

CUSIP: 83178C881

Minimum Investment: $3,000

A Share Class

SVFAX

Price: $77.68

CUSIP: 83178C808

Minimum Investment: $3,000

I1 Share Class

SVFFX

Price: $78.41

CUSIP: 83178C873

Minimum Investment: $1,000,000

R1 Share Class

SVFDX

Price: $77.11

CUSIP: 83178C303

Minimum Investment: $25,000

R2 Share Class

SVFKX

Price: $79.52

CUSIP: 83178C402

Minimum Investment: $25,000

Y Share Class

SVFYX

Price: $78.53

CUSIP: 83178C709

Minimum Investment: $10,000,000

C Share Class

SVFCX

Price: $75.82

CUSIP: 83178C105

Minimum Investment: $25,000

kiplinger logo

This concentrated fund looks for a few high-quality stocks at bargain prices.

by Ryan Ermey

P/E (Price to Earnings) is the ratio for valuing a company that measures its current share price relative to its per-share earnings. P/FCF (Price to Free-Cash-Flow) is a valuation method used to compare a company’s current share price to its per-share free cash flow.
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