An email has been sent to your address with instructions for changing your password.
There is no user registered with this email.
Sign Up
To create a free account, please fill out the form below.
Thank you for signing up!
A confirmation email has been sent to your email address. Please check your email and follow the instructions in the message to complete the registration process. If you do not receive the email, please check your spam folder or contact us for assistance.
Welcome to our platform!
Oops!
Something went wrong while trying to create your new account. Please try again and if the problem persist, Email Us to receive support.
Smead Capital Management Launches Smead International Value Fund
Rhea-AI Impact
(Low)
Rhea-AI Sentiment
(Neutral)
Tags
Rhea-AI Summary
Smead Capital Management has launched the Smead International Value Fund on January 11, 2022, transitioning from the previous LP structure. The Fund targets retail and institutional investors with a minimum investment of $100. Focused on international holdings primarily in Europe and Canada, it emphasizes cyclically-oriented businesses and auto manufacturers. Smead believes substantial value opportunities exist as U.S. stocks outperform, and investor sentiment is negative towards global economic prospects.
Positive
Launch of the Smead International Value Fund offers investors access to international markets.
Focus on undervalued assets in Europe and Canada presents potential growth opportunities.
Experienced management team with over 40 years of investment knowledge.
Negative
Investor sentiment is currently negative regarding global economic prospects, particularly in Europe.
PHOENIX--(BUSINESS WIRE)--
Smead Capital Management announces the launch of the Smead International Value Fund (the “Fund”), a series of the Smead Funds Trust, to public investors. On January 11th, 2022, the Smead International Value Fund succeeded all of the assets of the Smead International Value Fund LP. The Fund will offer retail and institutional share classes starting at a minimum of $100 for investors.
The portfolio of the Smead International Value Fund will consist of international holdings, which are currently concentrated in Europe and Canada. The Fund consists of a variety of businesses, including but not limited to cyclically-oriented businesses and auto manufacturers that we believe are attractive for our investors.
“We’re pleased that our eight criteria for common stock selection have had success while being applied to international stock ownership. We see tremendous value in these wonderful companies over the coming years,” said Bill Smead, Smead Capital Management Founder and Chairman.
The launch of the Smead International Value Fund comes at a time when U.S. stocks have performed well relative to major international stock markets. The adviser believes the huge valuation difference spells opportunity for investors faced with stock market failure in the S&P 500 Index. Meanwhile, investors are very negative about the potential economic future of the world, particularly in Europe, where we believe there are value bargains.
“We’re coming at this as outsiders with fresh eyes and younger scars,” said Cole Smead. “We are using what we’ve learned as investors in the United States over the last 40 years and applying that knowledge elsewhere around the world. Our firm and our investors are the optimists as usual. We look forward to being invested side-by-side with strong owner-operators outside the U.S.”
About the Smead International Value Fund
The Smead International Value Fund (Investor Share Class: SVXLX; I1 Share Class: SVXFX), a series of the Smead Funds Trust, invests in primarily non-U.S. large capitalization companies. Smead Capital Management is the adviser to the Fund. The Fund is managed by Lead Portfolio Manager Cole Smead, CFA and Co-Portfolio Manager Bill Smead.
About Smead Capital Management
At Smead Capital Management, we are stock market investors. Our investors are individuals, advisors, family offices and institutions globally who invest with the firm through its mutual funds, separate accounts and other investment vehicles. We advise investors that fear stock market failure through a low turnover, differentiated value discipline seeking wonderful companies to build wealth. The firm manages $4 billion as of December 31, 2021. For more information visit http://www.smeadcap.com or call (877) 701-2883.
Mutual Fund investing involves risk. Principal loss is possible.
The Smead International Value Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and it may be obtained by calling 877-807-4122, or visiting www.smeadfunds.com. Read it carefully before investing.
The Smead Funds are distributed by UMB Distribution Services, LLC. UMB Distribution Services, and Smead Capital Management are not affiliated.
The Smead International Value Fund, launched on January 11, 2022, offers access to international investments primarily in Europe and Canada, targeting retail and institutional investors.
What is the minimum investment for the Smead International Value Fund?
The minimum investment for the Smead International Value Fund is $100.
What investment strategy does the Smead International Value Fund use?
The Fund focuses on undervalued large-cap companies outside the U.S., specifically cyclically-oriented businesses and auto manufacturers.
When was the Smead International Value Fund launched?
The Smead International Value Fund was launched on January 11, 2022.
What are the share classes available for the Smead International Value Fund?
The Smead International Value Fund offers retail and institutional share classes, including Investor Share Class: SVXLX and I1 Share Class: SVXFX.
