Smead Value Fund Investor Class (SMVLX)

Overview

This fund is designed for investors looking to allocate their capital into a pool of large capitalization U.S. companies. It seeks to maintain a concentrated portfolio of approximately 25-30 companies, focusing primarily on those with a market capitalization exceeding $5 billion. The fund is managed with the goal of investing in common stocks of large-cap U.S. companies, intending to capitalize on the growth and financial stability of these established entities. The non-diversified status of the fund allows for a focused investment strategy, albeit with potentially higher volatility due to the limited number of holdings.

Products and Services

This fund offers a singular but focused investment product:

• Large-Cap Common Stock Investments

By investing in the common stocks of large-cap U.S. companies, the fund provides investors with exposure to the stable earnings and growth potential of the country's most significant and established companies. These companies, with market capitalizations exceeding $5 billion, are typically leaders in their respective industries and offer the advantages of financial strength, extensive resources, and competitive positioning. The fund's strategy targets a select portfolio of 25-30 of these firms, aiming for a concentrated exposure rather than broad diversification. This focus on large-cap stocks is designed to offer a balance of growth potential and reduced volatility, capitalizing on the established nature of these companies while navigating the inherent risks of equity investment.