Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.
Episodes
Monday Jul 08, 2024
Monday Jul 08, 2024
This week on the Value Perspective, we’re joined by Cole Smead, the CEO and portfolio manager at Smead Capital. We recently caught up with Cole at the London Value Investor Conference. Smead Capital advises investors on building wealth through a low turnover value-focused approach. Cole is also the host of the podcast A Book with Legs, so be sure to add that to your listening list. In this episode we discuss: Cole’s journey with Smead Capital; how the firm’s checklist processes human biases and integrates them into their investment philosophy; the importance of communication in client engagement and how they ease investors’ concerns when it comes to difficult sectors; whether the shift towards passive investing has made markets less efficient; and finally, the business of running a value boutique like Smead Capital. Enjoy!
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