Institutional Investors

401(k)'s, Defined Benefit Plans, Foundations, Endowments and Sub-Advised Funds

Selecting an investment management firm for a mandate that will help secure the financial future of an endowment, a foundation, a union or a firm's employees is a critical decision. There are many large cap money managers in the investment universe, but we believe our process and communications create a more transparent view of our firm, which aids the manager search process.

Smead Capital Management can make the decision easy with our passion for integrity, results and service founded on an outspoken commitment to long-term investments in quality large-cap stocks. We maintain a highly visible presence through Quarterly Newsletters and Missives that give investors a view of what we own on their behalf and what we see.

Our Investment Philosophy and our rigorous Eight Investment Criteria for screening and holding investments does not change. Our purpose is to be deliberate, confident and consistent in our actions. We take our fiduciary duty seriously, striving to provide utmost compliance, accountability and transparency.

We are readily available to meet with investment committees and other stakeholders charged with ensuring the prudent administration of 401(k)s, Taft-Hartely funds, Foundations, Endowments and corporate or public pension funds. We will work with you to build a separate account from our Capital Appreciation Strategy or a direct investment in our proprietary mutual fund, whichever is the best fit for your organization and its employees.

We welcome your inquiries regarding Smead Capital Management’s services and qualifications.