Donald Smith

Last Update: 05-03-2018

Number of Stocks: 67
Number of New Stocks: 1

Total Value: $3,744 Mil
Q/Q Turnover: 7%

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

Why Donald Smith Likes the Price-to-Tangible Book Value Working with the bottom 10% of the market, Smith uses price-to-tangible book value and potential earnings to sort out potential winners
Donald Smith Opens CalAtlantic Group Position Guru goes 2 for 2 in residential construction companies
Donald Smith (Trades, Portfolio) seeks long-term capital appreciation through deep-value investing and a “strict bottom-up” approach. During the third quarter, Smith started a position in CalAtlantic Group Inc. (NYSE:CAA) and boosted his stake in M/I Homes Inc. (NYSE:MHO). On the sell side, the guru trimmed his position in Toll Brothers Inc. (NYSE:TOL) and KB Home (NYSE:KBH). Read more...
7 Stocks Donald Smith Continues to Buy Axis Capital is one of his largest increases
Donald Smith (Trades, Portfolio)'s investment management firm, Donald Smith & Co., bought shares of the following stocks in both the first quarter of 2018 and fourth quarter of 2017. Read more...
Donald Smith Sells Micron Technology, Air France-KLM, AerCap The fund's largest 3rd-quarter sales
As an investment management firm, Donald Smith (Trades, Portfolio) & Co. Inc. manages a portfolio composed of 70 stocks with a total value of $4.155 billion. During the third quarter the guru sold shares in the following stocks: Read more...
Deep-Discount Guru Donald Smith Buys for Under a Buck The guru bought Eldorado Gold as a favorable arbitration ruling permits miner to proceed in Greece
In a world of surging oil prices, why not gold for under a buck a share? Read more...
» More Donald Smith Articles

Commentaries and Stories

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Deep-Discount Guru Donald Smith Buys for Under a Buck The guru bought Eldorado Gold as a favorable arbitration ruling permits miner to proceed in Greece Donald Smith - Deep-Discount Guru Donald Smith Buys For Under A Buck
In a world of surging oil prices, why not gold for under a buck a share? More...

GOLD, METAL, DEEP-DISCOUNTING, PRICE-TO-TANGIBLE BOOK, ASSETS, LOWER TEN PERCENTILE, MINER, CANADA, GREECE


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7 Stocks Donald Smith Continues to Buy Axis Capital is one of his largest increases Donald Smith - 7 Stocks Donald Smith Continues To Buy
Donald Smith (Trades, Portfolio)'s investment management firm, Donald Smith & Co., bought shares of the following stocks in both the first quarter of 2018 and fourth quarter of 2017. More...

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Bank of America Upgrades Iamgold Miner scores 'buy' rating Donald Smith, Jim Simons, Jeremy Grantham, Pioneer - Bank Of America Upgrades Iamgold
Iamgold Corp. (NYSE:IAG) skyrocketed 5% to $5.58 per share on April 13 on the heels of More...

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Kinross Gold Is Again Moving As a Real Buy The gold stock is now cheaper as a result of U.S. sanctions against Russia Donald Smith,Jim Simons - Kinross Gold Is Again Moving As A Real Buy
Tensions between the U.S. and Russia over attacks in Syria are affecting the stocks of mining companies in the gold and silver-rich nation. More...

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JPMorgan Keeps Overweight Rating on Gold Fields The bank assigns a price target of $6.3 per share Chuck Royce,Donald Smith - JPMorgan Keeps Overweight Rating On Gold Fields
JPMorgan Chase & Co. (JPM) has maintained an overweight rating on shares of Gold Fields Ltd. (NYSE:GFI). More...

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6 Stocks With Low Price-Earnings Ratios Unum Group tops the list Donald Smith, Jim Simons, Pioneer Investments, NWQ - 6 Stocks With Low Price-Earnings Ratios
The following six stocks have low price-earnings ratios and have been bought by gurus. While some of them are great investments, others need to be checked again, according to the discounted cash flow calculator. More...

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Donald Smith Reduces KB Home, Micron Technology Positions Guru's largest sales of the 4th quarter Donald Smith - Donald Smith Reduces KB Home, Micron Technology Positions
Investment management firm Donald Smith & Co. Inc. was founded by Donald Smith (Trades, Portfolio), who now serves as president and chief investment officer. He sold shares of the following stocks during the fourth quarter. More...

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5 Energy Stocks in Gurus' Portfolios Investors are buying these popular stocks Pioneer Investments,Donald Smith - 5 Energy Stocks In Gurus' Portfolios
According to the GuruFocus All-In-One Screener, the following energy stocks are popular among gurus. More...

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Donald Smith Sells Micron Technology, Air France-KLM, AerCap The fund's largest 3rd-quarter sales Donald Smith,Ken Fisher,Ron Baron,PRIMECAP Managem - Donald Smith Sells Micron Technology, Air France-KLM, AerCap
As an investment management firm, Donald Smith (Trades, Portfolio) & Co. Inc. manages a portfolio composed of 70 stocks with a total value of $4.155 billion. During the third quarter the guru sold shares in the following stocks: More...

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Donald Smith Opens CalAtlantic Group Position Guru goes 2 for 2 in residential construction companies Donald Smith - Donald Smith Opens CalAtlantic Group Position
Donald Smith (Trades, Portfolio) seeks long-term capital appreciation through deep-value investing and a “strict bottom-up” approach. During the third quarter, Smith started a position in CalAtlantic Group Inc. (NYSE:CAA) and boosted his stake in M/I Homes Inc. (NYSE:MHO). On the sell side, the guru trimmed his position in Toll Brothers Inc. (NYSE:TOL) and KB Home (NYSE:KBH). More...

DONALD SMITH


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Why Donald Smith Likes the Price-to-Tangible Book Value Working with the bottom 10% of the market, Smith uses price-to-tangible book value and potential earnings to sort out potential winners Donald Smith, Warren Buffett - Why Donald Smith Likes The Price-to-Tangible Book Value
More...

GURUS, DONALD SMITH, DONALD SMITH & CO, PRICE TO TANGIBLE BOOK VALUE, INSTITUTIONAL INVESTORS, HOME PORTFOLIO ADVISORS, BENJAMIN GRAHAM, WARREN BUFFET, EQUITY PORTFOLIOS, BOTTOM DECILE, OUT OF FAVOR,


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7 High-Yield Stocks With Falling Prices Companies with a high dividend yield but negative momentum Donald Smith, Jim Simons, Chuck Royce, Charles Bra - 7 High-Yield Stocks With Falling Prices
According to GuruFocus' All-In-One Screener, the following stocks have high dividend yields but performed poorly over the past 12 months. More...

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Donald Smith Reduces Micron Technology, AerCap, Air France Positions The guru's largest 2nd-quarter sales Donald Smith - Donald Smith Reduces Micron Technology, AerCap, Air France Positions
Guru Donald Smith (Trades, Portfolio) sold shares of the following stocks during the second quarter: More...

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Peter Lynch Value to Find Undervalued Stocks Companies have wide margins of safety and strong performances Ken Heebner,Donald Smith,Ron Baron,Ruane Cunniff,D - Peter Lynch Value To Find Undervalued Stocks
According to the GuruFocus All-In-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months. More...

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7 Stocks Trading Below the Peter Lynch Value Prices are rising, but stocks still offer margins of safety PRIMECAP Management,Donald Smith,Steven Cohen,Robe - 7 Stocks Trading Below The Peter Lynch Value
According to the GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months. More...

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Kinross Gold to Forge Alliance With White Gold, Agnico Eagle Mines The project is in the highly prospective White Gold District in Canada's Yukon territory Donald Smith,Joel Greenblatt - Kinross Gold To Forge Alliance With White Gold, Agnico Eagle Mines
Kinross Gold Corp. (NYSE:KGC) has agreed to purchase an interest stake of approximately 19.9% in White Gold Corp. (TSXV:WGO). Closing – dependent on the satisfaction of customary conditions and the approval of TSX Venture Exchange – is expected sometime during this quarter. More...

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Donald Smith Sells Endurance Specialty, Reduces Several Other Holdings The guru's largest 1st-quarter trades Donald Smith - Donald Smith Sells Endurance Specialty, Reduces Several Other Holdings
Donald Smith (Trades, Portfolio) manages a portfolio composed of 67 stocks with a total value of $3.8 million. During the first quarter, the guru sold shares of the following stocks. More...

Sells, 1Q, Smith


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Pan American Silver Reports 1st Quarter The Canadian silver producer delivered a strong quarter on increased earnings and reduced cash costs Donald Smith - Pan American Silver Reports 1st Quarter
Pan American Silver Corp. (NASDAQ:PAAS) released unaudited operating and financial results for the first quarter of 2017 on May 9.  More...

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Iamgold Reports Increased Gold Production in 1st Quarter Solid growth in cash flow and transactions of corporate finance help Canadian miner strengthen balance sheet Donald Smith - Iamgold Reports Increased Gold Production In 1st Quarter
Iamgold Corp. (NYSE:IAG) reported a 12% year-over-year increase in gold production for the first quarter of 2017, prompting President and CEO Steven Letwin to say “it was an outstanding quarter.” More...

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Newmont Mining Reports Management Change The largest gold mining company in the US appoints new leadership in the Australian business Donald Smith,Joel Greenblatt,David Dreman,Mario Ga - Newmont Mining Reports Management Change
Newmont Mining Corp. (NYSE:NEM) announced a change in its top management Monday. More...

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