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Smead Value Fund passes USD500m mark


The Smead Value Fund recently hit USD500m in assets under management.

Smead Capital Management says the milestone reflects continuing demand from RIAs and brokerage firms in a sector generally seeing outflows.
“It’s a joy to know that our clients appreciate what we do,” says Bill Smead, chief investment officer of Smead Capital Management. “We believe long-duration common stock investing is scarce. Our comfort comes from the process of attempting to create wealth in the long term.”
“We believe our offering is differentiated in the marketplace and can be of long-term value to investors,” says Cole Smead, director of marketing and sales. “As we continue to expand our relationships with the major wirehouses and registered investment advisor community, we see opportunity for our business, the advisors we work with and their clients.”

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