Smead International Value Fund: A Three-Year Investment Journey
Celebrating Three Years of the Smead International Value Fund
Smead Capital Management proudly celebrates the third anniversary of the Smead International Value Fund (SVXLX), a remarkable milestone in its journey as a public mutual fund. This fund, which began its mission in January 2015, has become a hallmark of Smead’s dedicated approach to long-term investing in international markets.
A Decade of Strategy and Growth
Over its ten-year tenure, the Smead International Value Fund has aimed to identify undervalued opportunities in global equity markets. Originally established as a limited partnership, the fund transitioned to a mutual fund structure on January 12, 2022, embodying Smead’s investment principles. This transformation has highlighted a focused investment strategy rooted in eight proprietary criteria. The emphasis is on identifying companies with sustainable competitive advantages, robust financial health, and appealing returns on capital.
The Philosophy Behind the Fund
Cole Smead, CEO of Smead Capital Management, reflects on the investment philosophy that drives the Smead International Value Fund: "Our commitment is to disciplined patience and a focus on high-quality companies. Over the last three years, we've had the privilege of providing investors a means to capitalize on international opportunities. This commitment to our foundational principles has been the bedrock of our strategy, initiated by my father and our founder, Bill Smead."
Acknowledging Performance and Recognition
The Smead International Value Fund has garnered attention for its unique strategy and focus on long-term wealth creation despite the fluctuating nature of short-term markets. Its performance over the past three years emphasizes its essential role in diversifying investors' portfolios, particularly those seeking exposure to international equities.
Performance Highlights
As of now, the Smead International Value Fund has consistently delivered admirable results. The one-year performance shows a growth rate of 9.37%, while the three-year performance highlights an increase of 6.97%. These figures are indicative of the fund’s solid position as a reliable investment option for those looking to expand their horizons in international markets.
About Smead Capital Management
Smead Capital Management specializes in value-driven investment strategies across a range of clientele, from individual investors to institutions. With $7.17 billion managed, the firm provides investors a comprehensive approach to building wealth through less turnover and a focus on strong potential companies. The firm encourages its clients to invest wisely and with confidence, navigating through market uncertainties.
Frequently Asked Questions
What is the Smead International Value Fund?
The Smead International Value Fund is a public mutual fund established by Smead Capital Management, aiming to provide long-term capital growth by investing in undervalued companies in international markets.
How has the Smead International Value Fund performed over the last three years?
In its three-year history, the fund has shown resilient performance with a growth rate of 6.97%, demonstrating its ability to navigate international market challenges.
What is Smead Capital Management’s investment philosophy?
Smead Capital Management emphasizes disciplined patience and high conviction in quality companies, focusing on long-term investment strategies rather than short-term market fluctuations.
Who can invest in the Smead International Value Fund?
The fund is open to individual investors, advisors, family offices, and institutions looking for a robust value investment opportunity.
How can investors contact Smead Capital Management?
Investors can reach Smead Capital Management by calling (877) 701-2883 or visiting their website for more information.
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