“(That’s all it took, just one look)
I’ll build my world around you”

As long duration investors we are using our bottom up stock picking methodology. If companies meet our eight criteria and we can take “just one look” at its correlation with the charts above, we like to “build our world” (portfolio) around them.

William Smead is CEO and chief investment officer at Smead Capital Management.

First « 1 2 » Next