Portfolio Managers

William W. Smead

Lead Portfolio Manager

William Smead is the Lead Portfolio Manager of the Smead U.S. Value UCITS Fund. Bill is the founder of Smead Capital Management. He is the final decision-maker for all investment and portfolio decisions as well as reviewing the implementation of those decisions in the firm’s separate accounts and mutual funds, including the Smead U.S. Value UCITS Fund. He has appeared on CNBC and Bloomberg TV in addition to being quoted by news publications such as Reuters, Bloomberg and the Wall Street Journal.

William began his career in the investment business with Drexel Burnham Lambert in 1980. He left Drexel Burham Lambert in 1989 as First Vice President/Assistant Manager and joined Oppenheimer & Co. William left Oppenheimer & Co. and joined Smith Barney in 1990, and he became a registered investment adviser in 1993. He was with Smith Barney until September 2001, when he joined Wachovia Securities and became the Managing Director/Portfolio Manager of Smead Investment Group of Wachovia Securities. William was with Wachovia Securities until the founding of Smead Capital Management in July 2007.

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