Donald Smith

Donald Smith

Donald Smith & Co.
Last update 2018-11-09 63 Stocks (2 new)
Value $3.21 Bil Turnover 4 %
Top Holdings: IRL:AER(12.55%) MU(10.81%) FRA:AFLYY(7.67%) UNM(6.77%) JBLU(5.10%)
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Donald Smith 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.

Donald Smith 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.

Historical Allocation of Stock, Bonds, Cash

Performance of

Commentaries and Stories
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Donald Smith Continues to Buy Airlines and Mining Companies
Guru adds to holdings of these 7 companies
0 Votes
41 Views    Tiziano Frateschi    2018-11-15 20:16
6 Undervalued Stocks Trading Below Peter Lynch Value
Comcast, Unum make the list
0 Votes
255 Views    Tiziano Frateschi    2018-10-10 18:41
Iamgold Corp intersects large lodes of gold in Quebec
The first results from hole drillings are promising
0 Votes
40 Views    Alberto Abaterusso    2018-09-12 16:18
8 Positions Donald Smith Continues to Increase
Alio Gold tops the list
0 Votes
70 Views    Tiziano Frateschi    2018-08-13 20:00
Donald Smith’s Top 5 Position Boosts in 2nd Quarter
Guru establishes one position and increases holdings in three airlines
0 Votes
181 Views    James Li    2018-08-10 20:54
6 Cheap Companies Growing Their Book Value
Ever-Glory International tops the list
0 Votes
188 Views    Tiziano Frateschi    2018-08-10 18:58
6 Cheap Stocks in Gurus' Portfolios
Celestica among companies trading below their Peter Lynch value
0 Votes
180 Views    Tiziano Frateschi    2018-07-18 19:30
Deep-Discount Guru Donald Smith Buys for Under a Buck a Share
The guru bought Eldorado Gold as a favorable arbitration ruling permits miner to proceed in Greece
0 Votes
151 Views    Yamil Berard    2018-05-09 19:20
7 Stocks Donald Smith Continues to Buy
Axis Capital is one of his largest increases
0 Votes
58 Views    Tiziano Frateschi    2018-05-07 19:43
Bank of America Upgrades Iamgold
Miner scores 'buy' rating
0 Votes
50 Views    Alberto Abaterusso    2018-04-15 21:12

Top Ranked Articles
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Bassett Is a Perfect Target for Activist Investors
4 Votes
947 Views    Victor Selva    2014-03-14 21:55
XL Group's DDM Valuation: Is It Still a Buy?
4 Votes
829 Views    Victor Selva    2014-02-21 23:27
Stanley - 'Here’s Another Fine Mess…'
2 Votes
709 Views    David Chulak    2014-04-29 16:22
Donald Smith Reduces Positions in Ingram Micro, Royal Caribbean
Guru sells stake in Pep Boys in 4th quarter
1 Votes
1582 Views    David Goodloe    2016-02-28 23:52
This Spinoff is Up Over 100%
1 Votes
1541 Views    Ryan Vanzo    2015-06-12 16:50