Stock Market Investors
WHAT WE DO
We advise investors that fear stock market failure through a low-turnover, differentiated value discipline seeking wonderful companies to build wealth.
All investors aspire to build wealth in the stock market. Our company understands how frustrating and illogical the stock market can be. We have been involved in stock markets for 40 years and had success despite these shortcomings.
Smead Capital Value Fund
Our Value Fund (the “Fund”) is a mutual fund that invests in large capitalization stocks with a value-oriented investment style.
Smead Capital US Value UCITS Fund
Our US Value UCITS Fund (the “Fund”) invests in large capitalization stocks with a value-oriented investment style. The Fund currently offers an Institutional Share Class (I Shares), an A Share Class and an M Share Class.
Our company advises with a discipline that has proven success over long periods of time.
In a recent interview with CNBC, a reporter asked us why Berkshire Hathaway (BRK) was buying Barrick Gold common stock shares. As a high school and college student in the 1970s, my education was formed during a time of explosive inflation and included the economic problems […]
While listening to Rob Arnott on a recent Morningstar podcast, I became enamored with something that Arnott was emphatic about. He pointed out that the structural advantage of being a contrarian isn’t being smarter. Every winning purchase in the stock market comes as an opportunity cost […]
We hear numerous market strategists talk about stocks which are going up because “there is no alternative” to owning them. In the Wall Street vernacular, this goes by the phrase TINA. What do they mean by invoking TINA as it pertains to common stocks? How does this relate to company […]
WHO WE HELP
Our clients are individuals, advisors, family offices and institutions globally who invest with the firm through its mutual funds, separate accounts and other investment vehicles.
Financial Investors, Family Offices,
and Institutional Investors