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MFWire: Smead Funds
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Smead Capital Management Inc
2777 E. Camelback Road
Phoenix, AZ  
Google Maps

Main Phone: 877-701-2883
Web Site: htttp://www.www.smeadcap.com

Mutual Fund Brand(s)
Smead Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    William Smead founded Smead Capital Management in July 2007, drawingon his experience working at firms such as Drexel Burnham Lambert, Oppenheimer & Co., Smith Barney and Wachovia Securities.

    Smead Capital launched the Smead Value Fund in January 2008.

    Its total AUM as of March 31, 2017 is $2.013 billion.
    Sponsored Opportunities

    Key People:
    William Smead
    Chief Executive Officer, Chief Investment Officer, Smead Capital Management
    Lisa Martin
    Chief Operating Officer, Chief Financial Officer, Smead Capital Management
    Steve Lemire
    Chief Compliance Officer, Director of Operations, Smead Capital Management
    Tony Scherrer
    Senior Vice President and Portfolio Manager, Smead Capital Management
    Cole Smead
    CEO, Portfolio Manager, Smead Capital Management
    Yelena Schubert
    Smead Capital Management
    Heather Peterson
    Vice President of Marketing, Smead Capital Management
    Matthew Brudvik
    Vice President of Sales, Smead Capital Management
    Scott Herdemian
    Vice President of Sales, Smead Capital Management
    Andrew La Cava
    Director of Global Client Service, Smead Capital Management
    Story Archive for Smead Capital Management Inc
    Published On Story Headline Publication
    6/7/2024 A 17-Year-Old Boutique Backs "One of the Premier Golfers" MFWire.com
    2/1/2024 An AZ Fund Firm Moves Down the Street MFWire.com
    9/13/2023 Fund #2 Crosses $100MM In 20 Months MFWire.com
    2/7/2023 15 Years, $4.5B In AUM MFWire.com
    1/23/2023 Catalyst Leads With $2.2B MFWire.com
    12/20/2022 A Liquid Alts Shop Leads With $196MM MFWire.com
    6/16/2022 Innovator Repeats, Yet Small Firms' Outflows Double MFWire.com
    5/24/2022 Innovator Leads As Small Firms' Outflows Fall 23 Percent MFWire.com
    4/20/2022 Innovator Leads With $916MM MFWire.com
    3/17/2022 A 66-Year-Old Boutique Leads, But Small Firms' Inflows Slow MFWire.com
    2/17/2022 USGI Leads With $332MM As Small Firms' Inflows Return MFWire.com
    1/12/2022 A $4B-AUM Boutique Launches a 2nd MF MFWire.com
    6/17/2020 A 13-Year-Old Fund Firm Moves to Arizona MFWire.com
    1/2/2020 A W Coast Fund Firm Opens a Third Office MFWire.com
    4/10/2015 The Stock Funds Have No Heroes MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    3/27/2015 Can This $1.35B Boutique Crack Multiple Channels? MFWire.com
    2/14/2014 Smead Hires a Wholesaler, Seeks Two More MFWire.com
    9/18/2013 Smead Tells Dow Investors: Don't Chase Popularity! MFWire.com
    7/31/2013 Want to Triple Your AUM? Be Stubborn MFWire.com
    4/30/2010 Some Fundsters Welcome Regulation MFWire.com
    8/13/2009 WSJ Looks at How Three Funds Escaped Catastrophe MFWire.com
    8/13/2009 Smead Plans an Advisor Share Class for its Value Fund MFWire.com
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