Smead International Value Fund Class C (SVXCX)

Overview

The described fund operates with a clear focus on investing in non-US companies, specifically targeting those in developed countries. With a strategy to invest at least 80% of its net assets in the stocks of such entities, the fund aims for a concentrated portfolio of approximately 25-30 companies. These companies are primarily large-cap, showcasing the fund’s preference for established firms with significant market presence outside the United States. The commitment to non-diversification allows for intensified focus on selected investments, potentially leading to significant returns, albeit with higher risk due to less diversification. This investment approach signifies a deliberate choice to leverage the growth and stability of major non-U.S. companies while navigating the complexities of international markets.

Products and Services

• Investment in Non-U.S. Company Stocks

  The core offering involves allocating capital to the equity of companies based outside the United States, particularly those situated in developed markets. This service is designed for investors seeking exposure to international markets and is aimed at tapping into the potential growth of large-cap firms beyond U.S. borders. Investing in these regions provides an opportunity to diversify portfolios geographically and to benefit from the economic developments in other parts of the world.

• Managed Portfolio of 25-30 Companies

  Focusing on maintaining a concentrated portfolio of 25-30 companies allows for a targeted investment approach. This strategy is predicated on the belief that a well-researched and carefully chosen portfolio of large-cap companies can generate substantial returns. By concentrating on a select group of companies, the fund's advisers are able to conduct in-depth analysis and monitoring, ensuring that each investment has the potential to contribute significantly to the fund's overall performance. This service appeals to investors who prefer a focused investment approach rather than broad market exposure.

• Investment in Primarily Large-Cap Companies

  This fund specifically targets large-cap companies in its investment strategy, aiming to capitalize on the stability, reliability, and potential for growth that these entities often exhibit. Large-cap companies are generally considered to be less volatile than their smaller counterparts, making them attractive for investors seeking steady growth with relatively lower risk. This particular service highlights the fund’s strategy of investing in businesses with substantial market capitalizations, usually leaders in their respective industries and markets.