Smead Strategies
Our investment strategies are governed by three primary beliefs that are the bedrock of our investment philosophy.
- Valuation matters dearly. Academic studies show that securities purchased at a discount provide enhanced return possibilities to investors.
- We are business owners on behalf of our clients. We believe portfolio turnover is the enemy of investors because of frictional costs and the likelihood it makes them regularly exit what could have been the investor’s best performing securities.
- We seek out high-quality businesses. It is our belief that long-duration investment success in common stocks is far more likely to come from businesses that have succeeded in the past.
Our investment philosophy plays out in our firm’s eight investment criteria.
How we'll work with you:
Smead Capital Management, Inc. ("SCM") is an SEC registered investment adviser located in Seattle, Washington. Registered investment adviser does not imply a certain level of skill or training. SCM may only transact business in those states in which it is registered or has completed the appropriate notice-filing requirements. This website is limited to the dissemination of general information regarding SCM and SCM’s services and should not be used as the primary basis of investment decisions nor should it be construed as a solicitation or advice designed to meet the particular investment needs of any specific investor. Prospective clients should consult with a financial consultant to review their investment objectives and financial situation before determining whether any investment, security, or strategy is suitable. A copy of SCM’s Form ADV Part 2A providing information regarding SCM’s services, fees, and other important disclosure items is available is available on this website. Any opinions expressed on this site or in any SCM–authored documents are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated. No information should be interpreted to state or imply that past results are an indication of future performance. All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. No portion of the web site content should be interpreted as legal, accounting or tax advice. The email link on the Contact page does not generate an encrypted (secure) message. You may not link other websites to this website without the written permission of SCM. Unauthorized use of this site, or any of the material on this site without the permission of SCM, is prohibited.