PHOENIX--(BUSINESS WIRE)--Smead Capital Management is honored to celebrate 15 years of serving shareholders in its Smead Value Fund.
“When we launched the Smead Value Fund using our eight criteria for stock selection, we aspired to build wealth for our investors,” said Bill Smead, Founder and CIO of Smead Capital Management.
Our existence and success over the last 15 years are thanks to our investors, who are advised by the team at Smead year-in and year-out to manage their common stock portfolios with a clear, proven, value-driven discipline.
“We applaud our investors for the success they have had over the last 15 years,” said Cole Smead, CEO of Smead Capital Management. “They have continued to trust our investment discipline with more of their assets and allowed us to seek out investment opportunities outside the US as well.”
Smead Capital Management expanded its product lineup in 2022, introducing the Smead International Value Fund, which utilizes the same low-turnover, value discipline as the Smead Value Fund, seeking wonderful companies across the globe.
The Smead Value Fund (SMVLX) holds $4.5 billion under management, as of December 31, 2022. SMVLX’s performance net of fees since its inception on January 2, 2008, through January 31, 2023, is 10.07%, outperforming its S&P 500 benchmark by 0.77% over that time period.
The Smead International Value Fund, which launched in January 2022, holds $71.3 million as of December 31, 2022.
About the Smead Value Fund
The Smead Value Fund (Investor Share Class: SMVLX; I1 Share Class: SVFFX) is a large cap open-end mutual fund that was launched on January 2nd, 2008. Arizona-based Smead Capital Management is the Adviser to the Fund. The Fund is managed by Bill Smead and Co-Portfolio Manager Cole Smead, CFA. For more information visit http://www.smeadcap.com or call (877) 701-2883.
About the Smead International Value Fund
The Smead International Value Fund (Investor Share Class: SVXLX; I1 Share Class: SVXFX), a series of the Smead Funds Trust, invests in primarily non-U.S. large capitalization companies. Smead Capital Management is the adviser to the Fund. The Fund is managed by Lead Portfolio Manager Cole Smead, CFA and Co-Portfolio Manager Bill Smead.
About Smead Capital Management
At Smead Capital Management, we are stock market investors. Our investors are individuals, advisors, family offices and institutions globally who invest with the firm through its mutual funds, separate accounts and other investment vehicles. We advise investors that fear stock market failure through a low turnover, differentiated value discipline seeking wonderful companies to build wealth. The firm manages just over $5 billion as of December 31, 2022. For more information visit http://www.smeadcap.com or call (877) 701-2883.
Mutual Fund investing involves risk. Principal loss is possible.
The Smead International Value Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and it may be obtained by calling 877-807-4122, or visiting www.smeadfunds.com. Read it carefully before investing.
The Smead Funds is distributed by UMB Distribution Services, LLC. UMB Distribution
Services, and Smead Capital Management are not affiliated.
