Smead Capital Management
Smead Capital Management is a boutique investment firm that specializes in large-cap U.S. and global value equities. Founded in 2007, the firm follows a long-term, high-conviction approach rooted in fundamental research and disciplined stock selection. It serves a diverse global client base including individuals, financial advisors, family offices, and institutions, offering access through mutual funds, separately managed accounts, and other investment vehicles. Smead focuses on high-quality companies with durable business models, strong free cash flow, and shareholder-aligned leadership, aiming to build long-term wealth while maintaining a commitment to transparency and capital preservation.
ABOUT SMEAD CAPITAL MANAGEMENT
Smead Capital Management is a boutique, SEC-registered investment advisor headquartered in Phoenix, with operations in Jersey City and London.
Founded in 2007, the firm applies a high-conviction, long-term investment philosophy grounded in fundamental research and disciplined stock selection.
The firm's portfolio construction centers on companies with enduring competitive advantages, strong free cash flow, and management teams aligned with shareholder interests.
SMEAD INVESTMENT FUNDS
Smead's flagship product, the fund is focused on U.S. large-cap equities, this fund applies Smead’s quality-undervalued framework via long-term, high-conviction stock selection.
Designed for U.S. investors seeking value investing exposure outside the U.S., it applies the same disciplined approach to global large-cap stocks.
Launched for non-U.S. investors under a UCITS structure, this fund also targets U.S. large-cap equities and is available across I, A, M, R, and Y share classes with varying minimum investment levels.