Smead Capital Management

Smead Capital Management is a Phoenix-based investment firm specializing in value-oriented equity strategies aimed at long-term wealth building. The firm offers a range of investment vehicles, including mutual funds, separate accounts, and other investment products, catering to individual investors, financial advisors, family offices, and institutional clients globally. Their investment philosophy focuses on identifying 'wonderful companies' through a low-turnover, differentiated value discipline.

The firm's investment approach is characterized by a concentrated portfolio of large-cap U.S. companies, emphasizing businesses with strong fundamentals and sustainable competitive advantages. Smead Capital Management's strategies are designed to capitalize on market inefficiencies, seeking to provide superior returns over the long term. The firm has demonstrated a commitment to disciplined investing, with a track record of managing assets across various market cycles.

Smead Capital Management has experienced significant growth, more than tripling its assets under management over the past four years. This expansion reflects the firm's successful investment strategies and its ability to attract a diverse client base. The firm's leadership includes Chief Investment Officer Bill Smead and Chief Executive Officer Cole Smead, CFA, who oversee the firm's operations and investment decisions. Their combined experience and commitment to value investing have been instrumental in the firm's growth and success.