Smead Capital Management, Inc.

Investment Strategy

Smead Capital Management employs a capital appreciation strategy with a focus on a differentiated, value-driven approach. The firm seeks out high-quality companies with compelling long-term prospects, employing a low-turnover, concentrated portfolio aimed at outperforming the market over time. SCM manages both US and international value funds and also provides advisory services for separate accounts, mutual funds, and other investment structures. Their investment process typically involves fundamental analysis and thematic tilts, targeting undervalued companies that show strong competitive advantages, durable business models, and the potential for substantial wealth creation.