Advisors

In keeping with our goal of an unrivaled client experience, Smead Capital Management seeks to serve advisors through our process, communication and portfolios:

Investment Philosophy 
Our Investment Philosophy leads us to stick to our discipline in-season and out-of-sesason for the advisors we work for. 

Eight Investment Criteria
In accordance with the Smead Capital Management's Eight Investment Criteria for buying and holding ownership in quality companies, we believe our approach to portfolio management is efficient and deliberate. We strive to buy and sell securities at a favorable price based on each individual company’s merit.

Our fees are based on a percentage of your total assets under management. Our sole interest is to increase the value of your portfolio, so we can focus on picking successful investments and letting them grow.

Communication
Among the valuable benefits advisors receive from us is the unique and frequent market perspectives offered by our newsletters, events and the Smead Blog. Few investment professionals share our ability to demystify the stock market by explaining market activity in terms that people can understand and embrace. The aim of Smead Capital Management is to inspire advisors to profit from our perspective and perseverance. You can also sign up for our communication by clicking here.

Working With Us
Smead Capital Management works with advisors of many sizes and disciplines through separate accounts and our mutual fund. More information about the products and services that we offer can be found on our Products Page. You can also find more information about the Smead Value Fund at www.smeadfunds.com.