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.
- Daily Share Price
- Tickers, CUSIPS & Minimums
As of 03/26/2024 Investor Share Class SMVLX Price: $82.35 A Share Class SVFAX Price: $81.54 I1 Share Class SVFFX Price: $82.32 R1 Share Class SVFDX Price: $80.91 R2 Share Class SVFKX Price: $83.45 Y Share Class SVFYX Price: $82.46 C Share Class SVFCX Price: $79.55
Investor Share Class SMVLX Price: $82.35 CUSIP: 83178C881 Minimum Investment: $3,000 A Share Class SVFAX Price: $81.54 CUSIP: 83178C808 Minimum Investment: $3,000 I1 Share Class SVFFX Price: $82.32 CUSIP: 83178C873 Minimum Investment: $1,000,000 R1 Share Class SVFDX Price: $80.91 CUSIP: 83178C303 Minimum Investment: $25,000 R2 Share Class SVFKX Price: $83.45 CUSIP: 83178C402 Minimum Investment: $25,000 Y Share Class SVFYX Price: $82.46 CUSIP: 83178C709 Minimum Investment: $10,000,000 C Share Class SVFCX Price: $79.55 CUSIP: 83178C105 Minimum Investment: $25,000
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.
- Daily Share Price
- Tickers, CUSIPS & Minimums
As of 03/26/2024 Investor Share Class SMVLX Price: $82.35 A Share Class SVFAX Price: $81.54 I1 Share Class SVFFX Price: $82.32 R1 Share Class SVFDX Price: $80.91 R2 Share Class SVFKX Price: $83.45 Y Share Class SVFYX Price: $82.46 C Share Class SVFCX Price: $79.55
Investor Share Class SMVLX Price: $82.35 CUSIP: 83178C881 Minimum Investment: $3,000 A Share Class SVFAX Price: $81.54 CUSIP: 83178C808 Minimum Investment: $3,000 I1 Share Class SVFFX Price: $82.32 CUSIP: 83178C873 Minimum Investment: $1,000,000 R1 Share Class SVFDX Price: $80.91 CUSIP: 83178C303 Minimum Investment: $25,000 R2 Share Class SVFKX Price: $83.45 CUSIP: 83178C402 Minimum Investment: $25,000 Y Share Class SVFYX Price: $82.46 CUSIP: 83178C709 Minimum Investment: $10,000,000 C Share Class SVFCX Price: $79.55 CUSIP: 83178C105 Minimum Investment: $25,000
This concentrated fund looks for a few high-quality stocks at bargain prices.
by Ryan Ermey