Analysts delve deep into portfolio holdings to see what drives performance.
Bill Smead, lead manager of the $1.2 billion Smead Value fund, set up the strategy and firm in 2007 after his last child had left for college. He needed a new project. But the fund is no hobby. Built on beliefs gleaned from legendary investors Peter Lynch, John Templeton and Warren Buffett, Smead’s strategy marries a prescient understanding of demographics with a rigorous stock selection process.
Read the Citywire article, including independent analysis and charts from Bernie Nelson of Style Research.