Smead Capital Management
- Company typePrivate
- Founded1980
- HeadquartersPhoenix, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Smead Capital Management firmographics
Firmographics- Name
- Smead Capital Management
- Legal name
- Smead Capital Management, Inc.
- Website
- https://smeadcap.com
- Company type
- Private
- Founded year
- 1980
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Smead Capital Management industry classification
Industry- Product category
- Investment Management / Value Equity Funds
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (52591)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL)
Keywords
Where Smead Capital Management is headquartered
LocationHeadquarters
- HQ city
- Phoenix
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Smead Capital Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Management Fees: The firm generates revenue through management fees charged on assets under management across its mutual funds (Smead Value Fund, Smead International Value Fund, Smead US Value UCITS Fund, Smead Global ex-US Value UCITS Fund) and separate accounts.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Smead Capital Management product offering
Product offeringCore offering
Smead Capital Management is a Phoenix-based investment management firm that advises investors through a low-turnover, differentiated value discipline focused on wonderful companies to build wealth over long holding periods. The firm sells four primary investment vehicles: Smead Value Fund and Smead International Value Fund for US investors, plus Smead US Value UCITS Fund and Smead Global ex-US Value UCITS Fund (Luxembourg-domiciled) for non-US investors, alongside separately managed accounts for advisors, family offices, and institutions.
Product overview
Smead Capital Management is an investment management firm offering a suite of value-oriented mutual funds and UCITS funds. The firm provides four main investment products: Smead Value Fund and Smead International Value Fund for US investors, and Smead US Value UCITS Fund and Smead Global ex-US Value UCITS Fund for non-US investors. The funds follow a low-turnover, differentiated value discipline seeking wonderful companies to build wealth over long periods. Additionally, the firm offers educational content through its 'A Book With Legs' podcast and investment missives.
Differentiator
Problem solved
Functional benefit
Brands
- Smead Value Fund: Mutual fund for US investors seeking value investing strategy.
- Smead International Value Fund
- Smead US Value UCITS Fund
- Smead Global ex-US Value UCITS Fund
- A Book With Legs
Products and services
- Smead Value Fund Mutual fund for US investors seeking exposure to Smead Capital Management's low-turnover, differentiated value discipline focused on wonderful companies to build wealth over long holding periods.
- Smead International Value Fund International value strategy mutual fund for US investors providing exposure to international markets through the firm's core value investing approach.
- Smead US Value UCITS Fund UCITS-compliant mutual fund for non-US investors seeking exposure to the firm's US value investing strategy, domiciled and registered for non-US investor access.
- Smead Global ex-US Value UCITS Fund Global ex-US value strategy UCITS fund domiciled in Luxembourg, providing international investors access to the firm's international value investing strategy.
- Separate Accounts and Other Investment Vehicles Separately managed accounts and other investment vehicles offered to financial advisors, family offices, and institutional investors to access the firm's value investing strategies on a bespoke basis.
Quantifiable outcome
- Smead International Value Strategy has been a core contributor to firm performance for over a decade
Companies that use Smead Capital Management
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Smead Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Smead Capital Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Luxembourg as Fund DomicilecoreThe Smead Global ex-US Value UCITS Fund is domiciled in Luxembourg, providing regulatory framework and investor protections for international distribution of the firm's value investing strategy.
- Smead Capital Management (Ireland) Ltd.coreIrish subsidiary entity that supports non-US investor operations and management of the UCITS funds, located in Dublin.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Smead Capital Management competitors and assessment
Company assessmentDirect peers
- Fairholme Capital Management: Fairholme Capital Management operates the Fairholme Fund family with a concentrated, value-driven approach led by a high-profile CIO, targeting long-term retail and institutional investors — closely mirroring Smead's personality-driven, value-disciplined model.
- Oakmark Funds (Harris Associates): Harris Associates' Oakmark Funds run a concentrated, value-oriented mutual fund family and separate account business, targeting long-term individual and institutional investors with a fundamental 'owner' mindset — directly comparable to Smead's value discipline and fund lineup.
- Third Avenue Management: Third Avenue Management runs value-focused mutual funds and separate accounts emphasizing deep fundamental research and long holding periods, with a similar boutique structure and long-term-oriented client base as Smead.
- Tweedy, Browne Company: Tweedy, Browne is a long-standing value-oriented investment manager offering mutual funds (including Tweedy Browne Global Value Fund) and separate accounts using a disciplined, low-turnover approach — a direct comparable to Smead in philosophy, product structure, and client base.
- Ariel Investments: Ariel Investments is a value-oriented boutique manager offering mutual funds and separate accounts to individual, advisor, and institutional clients using a fundamental, long-holding approach — directly comparable to Smead in philosophy, scale, and distribution.
- Longleaf Partners / Southeastern Asset Management: Southeastern Asset Management's Longleaf Partners funds apply a concentrated, value-driven approach with long holding periods through mutual funds and limited partnerships, serving individual and institutional clients — closely parallel to Smead's concentrated value discipline.
- First Eagle Investment Management: First Eagle Investment Management runs value and global value mutual funds and separate accounts with a long-term, capital-preservation focus — a direct comparable given the shared emphasis on global value, mutual fund/UCITS distribution, and institutional separate accounts.
- Dodge & Cox: Dodge & Cox is a San Francisco-based, employee-owned value investment manager managing mutual funds and separate accounts using a low-turnover, fundamental approach — closely mirroring Smead's strategy, structure, and target investor base of long-term individual and institutional clients.
Broad incumbents
- American Century Investments: American Century is a large diversified asset manager offering equity, fixed income, and multi-asset funds including value strategies across mutual funds, ETFs, and institutional accounts — a broader incumbent operating in overlapping value-oriented categories with Smead.
Emerging players
- Royce Investment Partners: Royce Investment Partners operates a family of small-cap and value-oriented mutual funds targeting long-term investors, with a similar boutique fund structure and advisor-focused distribution model as Smead.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Smead Capital Management social profiles
Digital presenceSmead Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Smead Capital Management leadership team
Management profileNumber of profiles
Profiles3 records
Smead Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Smead Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Smead Capital Management
What does Smead Capital Management do?
Smead Capital Management is a Phoenix-based investment management firm that advises investors through a low-turnover, differentiated value discipline focused on wonderful companies to build wealth over long holding periods. The firm sells four primary investment vehicles: Smead Value Fund and Smead International Value Fund for US investors, plus Smead US Value UCITS Fund and Smead Global ex-US Value UCITS Fund (Luxembourg-domiciled) for non-US investors, alongside separately managed accounts for advisors, family offices, and institutions.
Is Smead Capital Management a public or private company?
Smead Capital Management is a private company. It is classified as family owned and is currently operating.
When was Smead Capital Management founded?
Smead Capital Management was founded in 1980. It employs 11 to 50 people.
Where is Smead Capital Management based?
Smead Capital Management is headquartered in Phoenix, United States, in the North America region.
How does Smead Capital Management make money?
One revenue line is on record: investment Management Fees.
Who are Smead Capital Management's main competitors?
Direct peers on record are Fairholme Capital Management, Oakmark Funds (Harris Associates), Third Avenue Management, Tweedy, Browne Company, Ariel Investments, Longleaf Partners / Southeastern Asset Management, First Eagle Investment Management and Dodge & Cox. American Century Investments is listed as a broad incumbent. Royce Investment Partners is listed as an emerging player.
Does Smead Capital Management have an API?
No public API is recorded for Smead Capital Management.
What industry is Smead Capital Management in?
Smead Capital Management's product category is Investment Management / Value Equity Funds. Its primary akta.pro industry code is FSAAAGAL, Institutional Separate Accounts & SMAs (Mandates). Its NAICS code is 523940 and its SIC code is 6282.