Donald Smith

Last Update: 02-11-2016

Number of Stocks: 76
Number of New Stocks: 2

Total Value: $3,842 Mil
Q/Q Turnover: 5%

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...
Donald Smith Increases Holding in REIT Five-Fold MFA Financial is trading near its five-year low price
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. 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 Sells Out 3 Holdings The divested stocks may have short-selling opportunities
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 Read more...
Donald Smith Adds to Stake in Citigroup Guru trades in insurance, gold, aircraft leasing companies in 3rd quarter
Donald Smith (Trades, Portfolio)’s bottom-up investing strategy seeks out out-of-favor companies selling for reduced prices. That doesn’t necessarily exclude big-name companies – one of his third-quarter transactions concerned Citigroup (NYSE:C) – but most of the companies involved in Smith’s largest deals are not household names. Read more...
» More Donald Smith Articles

Commentaries and Stories

  • Currently 3.00/5

Rating: 3.0/5 (2 votes)

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...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

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...

  • Currently 0.00/5

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Donald Smith Adds to Stake in Citigroup Guru trades in insurance, gold, aircraft leasing companies in 3rd quarter Donald Smith - Donald Smith Adds To Stake In Citigroup
Donald Smith (Trades, Portfolio)’s bottom-up investing strategy seeks out out-of-favor companies selling for reduced prices. That doesn’t necessarily exclude big-name companies – one of his third-quarter transactions concerned Citigroup (NYSE:C) – but most of the companies involved in Smith’s largest deals are not household names. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Donald Smith Cuts Stakes in AerCap Holdings and American National Insurance Guru also reduces American International Group and JetBlue Airways Donald Smith,Steven Cohen,Eric Mindich,Louis Moore - Donald Smith Cuts Stakes In AerCap Holdings And American National Insurance
Donald G. Smith is the CIO of Donald Smith (Trades, Portfolio) & Co. In 1980, Smith became the CIO of Home Insurance Company and president of Home Portfolio Advisors Inc., which he bought in 1983 and changed the name to Donald Smith (Trades, Portfolio) & Co. Inc. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Donald Smith Increases Stakes in Citigroup and Alamos Gold Endurance Specialty Holdings gets new position in portfolio Donald Smith,Jim Simons,Ray Dalio,Joel Greenblatt, - Donald Smith Increases Stakes In Citigroup And Alamos Gold
Donald G. Smith is the CIO of Donald Smith (Trades, Portfolio) & Co., a registered investment adviser specializing in managing value equity accounts for tax-exempt and taxable funds, and high net worth individuals. The firm was formed in 1975 as Home Portfolio Advisors Inc. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Bridgestone to Acquire Pep Boys A look at the reasons behind the merger Mario Gabelli, Donald Smith, Jim Simons - Bridgestone To Acquire Pep Boys
Last month, Pep Boys - Manny Moe & Jack (PBY) agreed to be bought by tire giant Bridgestone Americas Inc. in an all-cash deal. Here's an overview of what's behind the decision. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Five-year lows: Semtech Corp, Seacor Holdings Inc, Linn Energy LLC, Government Properties Income Trust
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Semtech Corp, Seacor Holdings Inc, Linn Energy LLC, Government Properties Income Trust. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Donald Smith Adds to His Ninth-Most Valuable Stake Donald Smith - Donald Smith Adds To His Ninth-Most Valuable Stake
Donald Smith (Trades, Portfolio), CIO of the firm that bears his name, likes to invest in companies that are out of favor but have positive earnings potential in the next 2-4 years. One of the most noteworthy things about his second-quarter activity was how much of it involved companies that mine gold. Conventional wisdom holds that demand for and prices of gold go up when demand for and prices of stocks go down. Gold has been experiencing a price slump in recent months. More...

Donald Smith, Gold, Commodities


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Rating: 0.0/5 (0 votes)

Weekly CEO Buys Highlight: ATI, GPC, RHP, WPX, SXC
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

This Spinoff is Up Over 100%
In October 2014, Kimball Electronics (KE) was spun off from its former parent Kimball International (KBAL). Kimball International divested 100% of the company and shares are up significantly since the spin. Over the past nine months, the stock is up nearly 120% compared with a mere 5% rise for the S&P 500 (SPY). More...

EMS, OUTSOURCING, MANUFACTURING, FLEXTRONICS, JABIL, SANMINA, CELESTICA, PLEXUS, KIMBALL, ELECTRONICS


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Value In Coal With Alliance Holdings (AHGP) & Alliance Partners (ARLP)
Alliance Holdings GP, LP  (NASDAQ:AHGP) is a limited partnership formed to own and control Alliance Resource Management GP, LLC, the managing general partner of Alliance Resource Partners, LP (NASDAQ:ARLP). Together they operate ten underground mining complexes in Illinois, Indiana, Kentucky, Maryland and West Virginia. More...

ENERGY, COAL


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Donald Smith Makes Five New Buys in First Quarter Donald Smith - Donald Smith Makes Five New Buys In First Quarter
Guru Donald Smith (Trades, Portfolio) is known for investing in companies that have fallen from the public’s favor and are selling at discounted rates, but have strong earning potential. His success at doing what he does may best be measured by his success with the firm he founded in 1980, Donald Smith (Trades, Portfolio) & Co. Thirty years later, it had $3.6 billion under management. More...

Donald Smith


  • Currently 3.00/5

Rating: 3.0/5 (1 vote)

Valuing Donald Smith's Top Holdings
Donald Smith (Trades, Portfolio) is the CIO of Donald Smith & Co. He 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. Over 30 years since inception, compounded annualized return has been 15.3%. More...

LONG, INDUSTRIALS, Donald Smith


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Rating: 0.0/5 (0 votes)

Horace Mann Has Been Increasing Dividends Over the Last Seven Years
In this article, let's take a look at Horace Mann Educators Corp. (NYSE:HMN), a $1.37 billion market cap company, which operates as a multiline insurance company. More...

Horace Mann


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Rating: 0.0/5 (0 votes)

Donald Smith Invests in Financial Services, Technology Stocks in Q4 Donald Smith - Donald Smith Invests In Financial Services, Technology Stocks In Q4
Guru Donald Smith (Trades, Portfolio) has a fondness for investing in financial services and technology stocks. That preference could be seen in his fourth-quarter transactions. More...

TECHNOLOGY, FINANCIAL SERVICES


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Rating: 0.0/5 (0 votes)

5-year lows: Cloud Peak Energy Inc, Tetra Technologies Inc, Pep Boys - Manny Moe & Jack, Cloud Energy Fuels Corp.
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Cloud Peak Energy Inc, Tetra Technologies Inc, Pep Boys - Manny Moe & Jack, Cloud Energy Fuels Corp. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

5-year lows: Cloud Peak Energy Inc, GulfMark Offshore Inc, and MoneyGram International Inc.
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Cloud Peak Energy Inc, GulfMark Offshore Inc, and MoneyGram International Inc. More...

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