Tony Scherrer, CFA, Smead Capital Management

347 posts

Smead Capital Management

Smead Capital Management is a registered investment advisor headquartered in Seattle, WA with an office in London, UK. The firm was founded in 2007. The company was formed to allow investors to benefit from long-term ownership of common stocks meeting the firmā€™s eight investment criteria. The firm manages a US Large Cap equity strategy in separate accounts and mutual funds for advisors, family offices and institutions.

William Smead is the founder of Smead Capital Management, where he oversees all activities of the firm. As Chief Investment Officer, he is the final decision-maker for allĀ investment and portfolio decisions as well as reviewing the implementation of those decisions in the firmā€™s separate accounts andĀ mutual funds.

William began his career in the investment business with Drexel Burnham Lambert in 1980. He left DrexelĀ Burham Lambert in 1989 as First Vice President/AssistantĀ Manager andĀ joined Oppenheimer & Co., where he stayed until joining Smith Barney in 1990. William remained at Smith Barney until September 2001 when he joined Wachovia Securities becoming theĀ Managing Director/Portfolio Manager of Smead Investment Group of Wachovia Securities. In 2007, William left Wachovia Securities to found Smead Capital Management.

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