The SMEAD CAPITAL MANAGEMENT is a privately held investment adviser that advises $5.94Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. SMEAD CAPITAL MANAGEMENT is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 99.32% over the last 5-years.
The Group has been registered with the SEC for 19.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 2502 EAST CAMELBACK ROAD SUITE 210, PHOENIX, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 18 employees comprised of 10 investment and 8 non-investment staff. The total number of Employees increased by 28.57% over the last 5-years.
Their $5.94Bn in assets advised are owned by 1 private fund, 4 public funds and BDCs and 8 other accounts. Assets of Investment Companies (IC) clients own $5.03Bn or 84.66% of Total Assets and Corporations or Other Businesses own $456.81mn or 7.69% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Investment Companies (IC) and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
SMEAD CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.