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Smead Value Fund Class I1 (SVFFX)

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84.07 +0.13    +0.15%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Smead Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.18B
Smead Value I1 84.07 +0.13 +0.15%

Smead Value Fund Class I1 Overview

 
On this page you'll find an in-depth profile of Smead Value Fund Class I1. Learn about the key management, total assets, investment strategy and contact information of SVFFX among other information.
Category

Large Value

Total Assets

6.18B

Expenses

0.94%

Inception Date

40165

Investment Strategy

The investment seeks long-term capital appreciation. To achieve its investment objective, the fund will maintain approximately 25-30 companies in its portfolio and will invest in the common stocks of large capitalization ("large-cap") U.S. companies. The fund's manager considers large-cap companies to be those publicly traded U.S. companies with capitalizations exceeding $5 billion. It is non-diversified.

Contact Information

Address 1411 Fourth Avenue, Suite 1550
Seattle,WA 98101
United States
Phone +1 206 8389850
Fax 206.838.9851

Top Executives

Name Title Since Until
Cole W. Smead CEO & Portfolio Manager 2014 Now
Biography Cole W. Smead, CFA® joined Smead Capital Management, Inc. at its inception in 2007 and serves as CEO and Portfolio Manager of the firm. Mr. Smead received his B.A. in Economics/History from Whitman College in 2006. Prior to joining Smead Capital Management, Inc., Mr. Smead was a Financial Advisor at Wachovia Securities in Scottsdale, Arizona. Mr. Smead holds the Chartered Financial Analyst® designation.
William W. Smead CIO 2008 Now
Biography William W. Smead founded Smead Capital Management, Inc. in July 2007, and serves as Chief Investment Officer of the firm. Prior to founding Smead Capital Management, Inc., Mr. Smead served as Portfolio Manager and Director of Investments for Smead Investment Group of Wachovia Securities from September 2001 through June 2007. Prior to that, Mr. Smead served as a financial advisor and portfolio manager with Smith Barney from February 1993 to September 2001
Tony A. Scherrer Director of Research & Portfolio Manager 2008 2021
Biography Tony A. Scherrer, CFA®, is the Director of Research. Mr. Scherrer joined Smead Capital Management, Inc. in January 2008, and serves as Senior Vice President and Portfolio Manager. Mr. Scherrer received his B.A. in Business Administration with a Finance emphasis from Seattle Pacific University. Prior to joining Smead Capital Management, Inc., Mr. Scherrer served as Vice President and Senior Portfolio Manager for U.S. Trust Company from April 2005 through November 2007, where he managed the investment portfolios of high-net-worth clients, not-for-profit organizations and corporations. Previously, he served at Smith Barney Asset Management, where he was responsible for managing and recommending securities in the consumer, financial, technology and health care sectors for one of its funds. Mr. Scherrer holds the Chartered Financial Analyst® designation.
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