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Value Investing Live: Bill Smead Talks Industries Transformed by Millenials
Manage episode 391024475 series 3541457
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Bill Smead, founder of Smead Capital Management.
"At Smead Capital Management, we are stock market investors. Our clients are individual investors, advisors, family offices and institutional investors 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 great businesses to build wealth.”
Smead Capital Management had a portfolio valued at $1.59 billion across 31 stocks. Over the years they have seen a turnover of 11% with top holdings in Amgen Inc. (AMGN), Target Corp. (TGT), Discovery Inc. (DISCA), NVR Inc. (NVR) and American Express Co. (AXP).
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Watch the full live stream: https://youtu.be/ieXHW5PuHVc
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