About
Nicholas Garcia, CFA, is a Research Analyst at Smead Capital Management, Inc., based in Phoenix, Arizona. In his current role, he conducts fundamental equity research, supporting the firm’s value-driven investment approach by identifying and evaluating high-quality companies for long-term investment portfolios. Garcia works closely with the analyst team and executive leadership on market insights and security selection.
Garcia’s sector coverage includes the homebuilding industry and related real estate sectors, with a particular focus on companies such as Lennar, D.R. Horton, and NVR, reflecting Smead Capital Management's emphasis on U.S. equities and businesses with resilient business models. He contributes analysis on demographic trends, market sentiment, and company fundamentals to inform the firm’s investment strategy, and is frequently featured in internal and external discussions about improving business quality within targeted sectors.
Before joining Smead Capital, Garcia gained experience in finance and investment analysis. He is a CFA charterholder and a graduate of the University of Nevada, Las Vegas (UNLV). Garcia remains involved in the academic community by mentoring students during investment competitions. His expertise centers on deep value investing and fundamental security analysis, with a strong commitment to supporting education in investment best practices.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Smead Capital Management | Research Analyst | Nov 2021 to Present | Equity Generalist |
| US Capital Global | Investment Banking Analyst | Jun 2021 to Nov 2021 | — |
| Atticus | Investment Analyst | Jan 2021 to Jul 2021 | — |
| Credit One Bank | Risk Analyst | Jun 2020 to Nov 2020 | — |
| Valtus Capital Group | Investment Banking Spring Analyst | Apr 2020 to Jun 2020 | — |
| UNLV Lee Business School | Faculty Assistant | Sep 2019 to May 2020 | — |
| Southwest Gas Corporation | Analyst - Strategy and Corporate Development | May 2018 to Aug 2018 | •Provided financial and business analysis of: oPotential merger and acquisition targets oInvestor activism and potential effects on the company oBusiness mix and credit rating analysis oFinancial benc... |
Education
University of Nevada-Las Vegas
Master of Science - MS, Quantitative Finance
2019 — 2020
University of Nevada-Las Vegas
Master of Arts - MA, Economics
2018 — 2020
University of Nevada-Las Vegas
Bachelor of Science in Business Administration - BSBA, Finance, General
2011 — 2016
Others at Smead Capital Management, Inc. (1)
| Name | Role | Location |
|---|---|---|
 | Senior Vice President | London, United States |