Smead Value C (NASDAQ: SVFCX) is the Class C share of the Smead Value Fund, an open‐end mutual fund managed by Smead Capital Management. The fund pursues a long‐term, value‐oriented investment strategy, seeking to identify underappreciated public companies with durable competitive advantages, strong free cash flow and attractive valuations. By targeting businesses that meet rigorous fundamental criteria, Smead Value C aims to deliver risk‐adjusted returns through capital appreciation over multiple market cycles.
The fund’s investment process centers on bottom‐up security selection, emphasizing in‐depth analysis of company financials, management quality and industry positioning. Portfolio managers typically favor businesses in sectors such as industrials, consumer staples and information technology, where cash generation and balance‐sheet strength can provide downside protection. Although the core focus remains on U.S. equities, the fund may tactically allocate to foreign‐listed companies that exhibit analogous value opportunities and meet the same stringent standards.
As a C‐share offering, Smead Value C is designed for investors seeking no‐load access to the Smead Value Fund’s disciplined approach without front‐end sales charges. Shares are made available through a network of financial advisors, retirement platforms and institutional channels. Investors benefit from the fund’s transparency, quarterly commentary and shareholder communications, which articulate portfolio holdings, thematic shifts and market observations.
Founded in 2007 and headquartered in Seattle, Washington, Smead Capital Management was established by brothers Brandon and Troy Smead. Brandon Smead serves as the lead portfolio manager for the Smead Value Fund, drawing on more than two decades of investment experience and a commitment to long‐horizon decision making. Under the oversight of an independent board of trustees, the firm continues to adhere to its original mission: safeguarding client capital by investing in high-quality enterprises at a meaningful margin of safety.
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