Tag: Emerging Markets

Supreme Moment

William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: Kairos (καιρός) is an ancient Greek word meaning the right or opportune moment (the supreme moment). The world of value investing and portfolio management includes mean reversion and patience. Speculative episodes typically go on

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CNBC: CIO Bill Smead on Squawk on the Street (2/10/2011)

The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. The securities identified and described in this tv appearance do not represent all of the securities

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CNBC: CIO Bill Smead on Squawk on the Street (1/6/2011)

The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. The securities identified and described in this tv appearance do not represent all of the securities

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Best Performing Sectors in Bull Markets

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Clients and Prospective Clients: Paul Lim is a business writer for the New York Times and he had an interesting thesis in his article

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Playing Emerging Markets

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Clients and Prospective Clients: There are very good reasons to avoid investing in emerging markets. Below is a list of some of those reasons:

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From Blessed to Fail to Doomed to Succeed

William Smead Chief Executive Officer Chief Investment Officer Dear Clients and Prospective Clients:   Today, an owner of good quality United States based common stocks is doomed to succeed over the next ten years. They are doomed because of this psychologically difficult environment’s affect on

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