Seamus Sullivan

Seamus Sullivan is a Senior Analyst at Smead Capital Management, based in Phoenix, AZ, where he is responsible for identifying and analyzing long-term investment opportunities through rigorous bottom-up research. His work focuses on contrarian value investing, emphasizing companies with durable competitive advantages—often referred to as compounders—across U.S. and global equity markets, typically in sectors and industries that are undervalued, out of favor, or overlooked by the broader market.

Prior to joining Smead Capital Management in 2022, Sullivan served as Vice President and Equity Analyst at Citizens Business Bank, where he provided equity research for financial sector portfolios, and as a Research Associate at Kopernik Global Investors, LLC, where he contributed to global value-oriented analysis. Throughout his career, he has developed deep expertise in financial analysis, valuation methodologies, and portfolio construction with an emphasis on long-term wealth creation through concentrated holdings and patient capital allocation.

Sullivan holds an MBA in Finance from the University of Southern California’s Marshall School of Business and a Bachelor of Science in Business Administration (Marketing) from California State Polytechnic University. He is recognized for his thought leadership through published market commentaries and is noted for his disciplined, data-driven approach to capital markets investing.