Donald Smith

Last Update: 08-09-2018

Number of Stocks: 64
Number of New Stocks: 1

Total Value: $3,459 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
Kinross Gold Is Again Moving As a Real Buy The gold stock is now cheaper as a result of U.S. sanctions against Russia
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. Read more...
8 Positions Donald Smith Continues to Increase Alio Gold tops the list
Donald Smith (Trades, Portfolio) is the founder of investment management firm Donald Smith & Co. Inc. He bought shares of the following stocks in both the first and second quarters of 2018.  Read more...
Bank of America Upgrades Iamgold Miner scores 'buy' rating
Iamgold Corp. (NYSE:IAG) skyrocketed 5% to $5.58 per share on April 13 on the heels of
Read more...
Iamgold Corp Intersects Large Lodes of Gold in Quebec The first results from hole drillings are promising
Iamgold Corp. (NYSE:IAG) closed up 0.82% to $3.70 on the New York Stock Exchange on Tuesday, after posting the first set of results from the 2018 drilling campaign that its exploration team completed at its Nelligan gold project in Quebec. Read more...
» More Donald Smith Articles

Commentaries and Stories

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Iamgold Corp Intersects Large Lodes of Gold in Quebec The first results from hole drillings are promising Donald Smith,Jeremy Grantham - Iamgold Corp Intersects Large Lodes Of Gold In Quebec
Iamgold Corp. (NYSE:IAG) closed up 0.82% to $3.70 on the New York Stock Exchange on Tuesday, after posting the first set of results from the 2018 drilling campaign that its exploration team completed at its Nelligan gold project in Quebec. More...

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8 Positions Donald Smith Continues to Increase Alio Gold tops the list Donald Smith - 8 Positions Donald Smith Continues To Increase
Donald Smith (Trades, Portfolio) is the founder of investment management firm Donald Smith & Co. Inc. He bought shares of the following stocks in both the first and second quarters of 2018.  More...

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Donald Smith’s Top 5 Position Boosts in 2nd Quarter Guru establishes one position and increases holdings in three airlines Donald Smith, Steven Romick, Chuck Royce, PRIMECAP - Donald Smith’s Top 5 Position Boosts In 2nd Quarter
Donald Smith (Trades, Portfolio), chief investment officer of Donald Smith & Co., disclosed on Thursday that he established a position in Jefferies Financial Group Inc. (NYSE:JEF) during the second quarter. More...

DONALD SMITH, STEVEN ROMICK, CHUCK ROYCE, PRIMECAP MANAGEMENT, RICHARD SNOW, PIONEER INVESTMENTS


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6 Cheap Companies Growing Their Book Value Ever-Glory International tops the list Diamond Hill Capital,Donald Smith - 6 Cheap Companies Growing Their Book Value
According to the GuruFocus All-In-One Screener, the following companies have grown their book value per share (BV/S) over the past decade. More...

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6 Cheap Stocks in Gurus' Portfolios Celestica among companies trading below their Peter Lynch value Chuck Royce, Donald Smith, Ruane Cunniff, Joel Gre - 6 Cheap Stocks In Gurus' Portfolios
Several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices, according to the GuruFocus All-in-One Screener. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months. More...

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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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