Donald Smith

Last Update: 11-23-2016

Number of Stocks: 74
Number of New Stocks: 1

Total Value: $3,657 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Donald Smith' s Profile & Performance

Profile

Donald G. Smith is the CIO of Donald Smith & Co. He began his career as an analyst with Capital Research Company and subsequently worked at Capital Guardian Trust Co. In 1980, Donald be-came the CIO of Home Insurance Company, and President of Home Port-folio Advisors, Inc., which he bought in 1983 and changed the name to Donald Smith & Co., Inc.

In 2010, Donald Smith & Co. has $3.6 billion under management. Over 30 years since inception compounded annualized return has been 15.3%. Over the last 10 years our annualized return is 12.1% versus ?0.4% for the S&P 500.

Mr. Smith was awarded a B.S. in Finance and Ac-counting by the University of Illinois, an MBA by Harvard University and a J.D. from UCLA Law School and was admitted to the Bar Association of California. He volunteered for Ben Graham in UCLA to conduct a study on low P/E strategy.

Web Page:http://www.donaldsmithandco.com/

Investing Philosophy

Donald Smith is a deep-value manager employing a strict bottom-up approach. He invests in stocks of out-of-favor companies selling at discounts to tangible book value. He looks for companies in the bottom docile of price-to-tangible book ratios and a positive outlook for earnings potential over the next 2-4 years.

Total Holding History

Top Ranked Articles

Donald Smith Reduces Positions in Ingram Micro, Royal Caribbean Guru sells stake in Pep Boys in 4th quarter
The portfolio of Donald Smith (Trades, Portfolio), CIO of Donald Smith (Trades, Portfolio) & Co., emphasizes stocks in the Industrial, Financial Services and Technology sectors – and so did his fourth-quarter trading activity. Read more...
10 Stocks Donald Smith Is Buying Guru's repeat purchases in the last 2 quarters
Donald Smith (Trades, Portfolio) is the founder and chief investment officer of Donald Smith & Co. He began his career as an analyst with Capital Research Company and subsequently worked at Capital Guardian Trust Co. In both the first and second quarters, the guru bought shares in the following stocks: Read more...
Donald Smith Loses on Peabody Energy and Tecumseh Products Guru logs gains on Bassett Furniture
Donald Smith (Trades, Portfolio) sold many stocks during the third quarter. Some of them brought him some profits, but he lost on other investments. His biggest quarterly losses were 88% and 60% on Peabody Energy Corp. (BTU) and Tecumseh Products Co. (TECU), but it had a huge gain of 262% on Bassett Furniture Industries Inc. (BSET). Read more...
Donald Smith Adds to Stake in Micron Technology Company is trading below Peter Lynch earnings line
During the first quarter, guru Donald Smith (Trades, Portfolio) added to his stake in Micron Technology Inc. (NASDAQ:MU). Read more...
Donald Smith Adds to Axcelis Technologies Company is a leading provider of equipment and services
Guru Donald Smith (Trades, Portfolio) is a deep value portfolio manager who employs a strict bottom-up approach to investing. Smith has well over three decades of investment experience. During the third quarter, he added 149,138 shares of Axcelis Technologies (NASDAQ:ACLS) to his portfolio. The trade had a 0.05% impact on Smith’s portfolio and he now owns 2,987,305 shares. Since the trade, the company's market price has gained an estimated 4%. Read more...
» More Donald Smith Articles

Commentaries and Stories

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9 Companies Grantham Continues to Boost Stocks the investor bought in the 2nd and 3rd quarters Jeremy Grantham,Donald Smith,Ray Dalio,Jim Simons, - 9 Companies Grantham Continues To Boost
Jeremy Grantham (Trades, Portfolio) is the chairman of Grantham Mayo Van Otterloo, a Boston-based asset management firm. In both the second and third quarters the guru bought shares in the following stocks: More...

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Donald Smith Invests in Paper Producer The guru bought 1 new holding in the 3rd quarter Donald Smith - Donald Smith Invests In Paper Producer
Donald Smith (Trades, Portfolio) of Donald Smith & Co. gained a new holding in Verso Corp. (NYSE:VRS) in the third quarter. More...

BUY, INVEST, VERSO


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Donald Smith Buys Iamgold, Sells Toyota The investor's largest trades of the 3rd quarter Donald Smith,Jim Simons,First Eagle Investment,Joh - Donald Smith Buys Iamgold, Sells Toyota
Donald Smith (Trades, Portfolio) is the chief investment officer of Donald Smith & Co. He has $3.6 billion under management and compounded annualized return has been 15.3% 30 years since inception. During the third quarter the guru’s largest trades were the following: More...

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Donald Smith Adds to Axcelis Technologies Company is a leading provider of equipment and services Donald Smith - Donald Smith Adds To Axcelis Technologies
Guru Donald Smith (Trades, Portfolio) is a deep value portfolio manager who employs a strict bottom-up approach to investing. Smith has well over three decades of investment experience. During the third quarter, he added 149,138 shares of Axcelis Technologies (NASDAQ:ACLS) to his portfolio. The trade had a 0.05% impact on Smith’s portfolio and he now owns 2,987,305 shares. Since the trade, the company's market price has gained an estimated 4%. More...

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7 Stocks Trading With Low P/E Ratios Gurus are buying these stocks, some of which are undervalued Jim Simons,Donald Smith - 7 Stocks Trading With Low P/E Ratios
Gurus are buying stocks that are trading with low price-earnings (P/E) ratios. Some are greatly undervalued, according to the DCF calculator. More...

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6 Stocks Trading Below the Peter Lynch Value Bargain stocks with low price-earnings ratios Jim Simons,Donald Smith - 6 Stocks Trading Below The Peter Lynch Value
According to GuruFocus' All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair value is far above the current price. The following stocks are trading with wide margins of safety and at least five gurus are shareholders. More...

PETER LYNCH, VALUE


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10 Stocks Donald Smith Is Buying Guru's repeat purchases in the last 2 quarters Donald Smith - 10 Stocks Donald Smith Is Buying
Donald Smith (Trades, Portfolio) is the founder and chief investment officer of Donald Smith & Co. He began his career as an analyst with Capital Research Company and subsequently worked at Capital Guardian Trust Co. In both the first and second quarters, the guru bought shares in the following stocks: More...

SMITH, BUYS, TRADES


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Donald Smith Takes a Bigger Bite of Ruby Tuesday Guru adds to his stake in chain restaurant Donald Smith,Chuck Royce,Jim Simons,HOTCHKIS & WIL - Donald Smith Takes A Bigger Bite Of Ruby Tuesday
Donald Smith (Trades, Portfolio) of Donald Smith & Co. increased his stake in Ruby Tuesday Inc. (NYSE:RT) by 10.72% on Aug. 18. More...

RESTAURANT, CONSUMER, DONALD SMITH


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Donald Smith Sells Sanmina, Buys Goldman Sachs Guru's largest 2nd quarter trades Donald Smith - Donald Smith Sells Sanmina, Buys Goldman Sachs
Donald G. Smith is the CIO of Donald Smith (Trades, Portfolio) & Co. The firm holds a portfolio of $3.7 million and the following are its largest trades during the second quarter. More...

SMITH, BUYS, SELLS


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Stocks With Low P/S: Deere, Micron Technology P/S ratio pinpoints bargain stocks PRIMECAP Management,Donald Smith,Ray Dalio,Pioneer - Stocks With Low P/S: Deere, Micron Technology
According to GuruFocus' All-in-One Screener, the following are the stocks with market caps above $5 billion that are trading with low P/S ratios. More...

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Donald Smith Buys Stake in Newmont Mining Company has nearly 100 years of experience and plenty of land for gold mining Donald Smith - Donald Smith Buys Stake In Newmont Mining
Guru Donald Smith (Trades, Portfolio) purchased a 180,600-share stake in Newmont Mining Corp. (NYSE:NEM) in the first quarter. More...

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Donald Smith Adds to Stake in Micron Technology Company is trading below Peter Lynch earnings line Donald Smith - Donald Smith Adds To Stake In Micron Technology
During the first quarter, guru Donald Smith (Trades, Portfolio) added to his stake in Micron Technology Inc. (NASDAQ:MU). More...

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Donald Smith's High Conviction Stocks Companies Smith has purchased for past 2 quarters Donald Smith - Donald Smith's High Conviction Stocks
Donald Smith (Trades, Portfolio) is the CIO of Donald Smith (Trades, Portfolio) & Co. He began his career as an analyst with Capital Research Company and then worked at Capital Guardian Trust Co. He manages a portfolio composed of 75 stocks, six of which have been bought for the last two quarters. More...

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Smart Money Flows Into Pershing Gold Company announces some large-scale buys ahead of its resource report release Donald Smith - Smart Money Flows Into Pershing Gold
The are few things more reassuring as an investor and in particular a small-cap investor than the financial and operational backing of a billionaire guru. Similarly, there are few things more indicative of upside potential than large-scale institutional share buying ahead of a major milestone or catalyst. Pershing Gold Corp.’s (NASDAQ:PGLC) most recent SEC filings tick both of these boxes and, in doing so, make the company an attractive allocation for any investor looking to piggyback the exposures of the smart money. More...

LONG, GOLD, METALS


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Donald Smith Sells Shares in Insurance Companies Guru exits positions in Validus Holdings and Royal Caribbean Donald Smith - Donald Smith Sells Shares In Insurance Companies
Guru Donald Smith (Trades, Portfolio), CIO of Donald Smith (Trades, Portfolio) & Co., added to some stakes and bought a few new ones in the first quarter, but his biggest transactions were divestitures and reductions, many of them in the insurance industry. More...

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Undervalued Stocks With Low PE Many of the companies have a margin of safety higher than 50% Donald Smith, Sarah Ketterer, Jim Simons - Undervalued Stocks With Low PE
The following stocks are trading with a very low P/E ratio. Most of the companies are greatly undervalued according to the DCF calculator. More...

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Donald Smith Reduces Positions in Ingram Micro, Royal Caribbean Guru sells stake in Pep Boys in 4th quarter Donald Smith - Donald Smith Reduces Positions In Ingram Micro, Royal Caribbean
The portfolio of Donald Smith (Trades, Portfolio), CIO of Donald Smith (Trades, Portfolio) & Co., emphasizes stocks in the Industrial, Financial Services and Technology sectors – and so did his fourth-quarter trading activity. More...

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Rating: 0.0/5 (0 votes)

Donald Smith Increases Holding in REIT Five-Fold MFA Financial is trading near its five-year low price Donald Smith - Donald Smith Increases Holding In REIT Five-Fold
Guru Donald Smith (Trades, Portfolio) began his investment career well over three decades ago as an analyst with Capital Research. Smith was promoted to becoming the director, vice president, and then portfolio manager of Capital Guardian Trust Co. In 1980, Smith became the CEO of Home Insurance Company, and president of Home Portfolio Advisors Inc. He then purchased the company in 1983 and changed the name to Donald Smith (Trades, Portfolio) & Co. Inc. More...

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Donald Smith Loses on Peabody Energy and Tecumseh Products Guru logs gains on Bassett Furniture Donald Smith,David Dreman,Jim Simons,James Barrow, - Donald Smith Loses On Peabody Energy And Tecumseh Products
Donald Smith (Trades, Portfolio) sold many stocks during the third quarter. Some of them brought him some profits, but he lost on other investments. His biggest quarterly losses were 88% and 60% on Peabody Energy Corp. (BTU) and Tecumseh Products Co. (TECU), but it had a huge gain of 262% on Bassett Furniture Industries Inc. (BSET). More...

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Donald Smith Sells Out 3 Holdings The divested stocks may have short-selling opportunities Donald Smith - Donald Smith Sells Out 3 Holdings
Donald Smith (Trades, Portfolio) began his career as an analyst with Capital Research Company. He then worked his way up to becoming the director, vice president and then portfolio manager of Capital Guardian Trust Co. In 1980, Smith became the CEO of Home Insurance Company, and President of Home Portfolio Advisors Inc. He then purchased the company and changed the name to Donald Smith (Trades, Portfolio) & Co Inc. Smith has over 35 years of experience in the investment industry. He likes to look for hidden value when he conducts his research looking at underappreciated earnings, and holdings with the lowest price More...

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