Articles from Smead Capital Management

Smead Capital Management, a Phoenix-based investment management firm and a leader in value investing, has appointed Brian Briggs as the firm’s Chief Compliance Officer.

Smead Capital Management, a Phoenix-based investment management firm and a leader in value investing, is proud to celebrate Investor Ambassador Ingrid Lindblad’s first career win on the LPGA Tour.

Smead Capital Management, a Phoenix-based investment management firm and a leader in value investing, proudly marks the third anniversary of the Smead International Value Fund (SVXLX) as a public mutual fund. Since its inception in January 2015, the fund has demonstrated a flagship strategy that exemplifies Smead’s commitment to long-term, value-driven investing in international markets.

Smead Capital Management, a Phoenix-based investment management firm and a leader in value investing, announces the appointment of Conor O’Callaghan as Chief Operating Officer (COO). This key addition comes as the firm continues to build on its significant growth, having more than tripled its assets under management (AUM) over the past four years.

Ingrid Lindblad, one of the longest ranking #1 amateurs in the world, has begun her pro career and has partnered with Smead Capital Management as its newest investor ambassador. Her professional career begins with an illustrious record, including her recent receipt of the ANNIKA Award.

Smead Capital Management, a Phoenix-based registered investment advisor, announces the Smead International Value Fund (the “Fund”) has surpassed $100 million in assets under management. This milestone comes less than two years after the initial launch of the Fund in January 2022.

Smead Capital Management is honored to celebrate 15 years of serving shareholders in its Smead Value Fund.

Smead Capital Management announces their second annual Smead Investor Oasis on February 6th, 2023, in Scottsdale, AZ at the Hilton Scottsdale Resort. The event promises engaging presentations not only from Smead Capital, but luminaries in business and academics. The warm desert air invites a convivial atmosphere for stimulating ideas on investing, business, and the future of free-market capitalism.

Smead Capital Management announces the launch of the Smead International Value Fund (the “Fund”), a series of the Smead Funds Trust, to public investors. On January 11th, 2022, the Smead International Value Fund succeeded all of the assets of the Smead International Value Fund LP. The Fund will offer retail and institutional share classes starting at a minimum of $100 for investors.