Portfolio Managers
Bill and his wife live in Shoreline, WA and have five children. His passion for investing is based on his mission to serve others. William is an avid sports fan, voracious reader and works with local charity organizations. More information on Bill can be found at www.smeadcap.com.
Tony and his wife live in Seattle, WA and have three children. Tony’s interests include skiing, boating, guitar, and reading. He is an active volunteer in his church, and serves as a Board Member of VIVA North America. He is a member of the CFA Institute, and the Seattle Society of Financial Analysts. |
 For Email Marketing you can trust
     |
||||||||||||||||||
William W. Smead is the Lead Portfolio Manager of the Smead Value Fund. He is also the Founder and Chief Investment Officer of Smead Capital Management in Seattle. Bill founded the company in 2007 after 27 years of working for larger corporations. Bill started his career with Drexel Burnham Lambert in 1980 as a stockbroker. He was there until 1989 when he joined Oppenheimer for a brief period before joining Smith Barney in 1990. He began managing money in 1993 in Smith Barney's Portfolio Management Program that has spawned the careers of other famed portfolio managers. In 2001, he managed money for Smead Investment Group of Wachovia Securities prior to forming his own company. Bill leads all the portfolio management decisions for the firm's separate accounts and the Smead Value Fund (SMVLX). He has been quoted by Bloomberg, the Wall Street Journal and other national media. He is also a regular guest on CNBC and Fox Business and has been quoted by many national publications including the Wall Street Journal, Bloomberg and Reuters.
Tony A. Scherrer, CFA is a Co-Portfolio Manager for the Fund and is jointly responsible for the day-to-day management of the Fund’s portfolio. Mr. Scherrer joined Smead Capital Management in January 2008, and serves as Senior Vice President and Portfolio Manager. Prior to joining Smead Capital Management, Mr. Scherrer served as Vice President and Senior Portfolio Manager for U.S. Trust Company from April 2005 through November 2007, where he managed the investment portfolios of high-net-worth clients, not-for-profit organizations and corporations. Previously, he served at Smith Barney Asset Management, where he was responsible for managing and recommending securities, with a focus on consumer, financial, technology and health care sectors. Tony has more than 14 years of experience in the investment industry, and holds the Chartered Financial Analyst® designation. Mr. Scherrer is a graduate of Seattle Pacific University.