Cole Smead is the CEO and a Portfolio Manager at Smead Capital Management, where he oversees international equity portfolios and co-manages US-equity portfolios. He also serves as the Chairman of Smead Funds SA in Luxembourg and President of the Smead Funds Trust. Smead is speaking at the London Value Investment Conference.
The Smead Team
- Led by Cole Smead, a CFA charter holder with a background in history and economics.
- Manages a $7 billion portfolio across US and international equities with a team of 17 employees., but the focus is on U.S. equities.
The Investment Philosophy
- Navigating a Crowded Market: Smead acknowledges the surge in retail investor participation and highlights the importance of focusing on real returns (inflation-adjusted) in a...
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