Smead Value Fund

Smead Value Fund

Smead Value Fund
Last update 2020-02-04 26 Stocks (0 new)
Value $1.29 Bil Turnover 5 %
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Smead Value Fund Profile

The Smead Value Fund, the "Fund," is a mutual fund that invests in large capitalization stocks with a value-oriented investment style. Smead Capital Management is the adviser of the Fund.

Smead Value Fund Investing Philosophy

The Fund will seek long-term capital appreciation through concentrated positions, therefore the Fund will maintain approximately 25-30 companies in its portfolio. The Fund will invest in U.S. large capitalization ("large cap") companies through the ownership of common stock.
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Performance of Smead Value Fund

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