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Cole Smead

Cole Smead

Showing manager performance globally. You can view performance in individual jurisdictions.

Citywire Rating: Not Rated


  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017


  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018


Equity - US
over : 28/02/2017 - 28/02/2018
Rank 238/605 Equity - US
Manager Return
236 António Dias 15.8%
236 Richard Thies 15.8%
238 Michael Kohlhase 15.8%
238 William W. Smead 15.8%
238 Cole Smead 15.8%
238 Tony Scherrer 15.8%

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 24.6% 7.1% 2.8% 4.8% 8.0%
2016 2.9% -3.4% -0.9% 3.3% 4.1%
2015 0.9% 1.5% 0.9% -6.0% 4.7%
2014 14.1% 3.4% 2.2% 0.8% 7.1%

Related News

Value star Smead: what a bank robbery movie can teach investors

Equity veteran Bill Smead picks his top ‘stick-up’ stocks and highlights how a lack of competition isn’t always a bad thing.

The surprise stock set to profit from a Fed rate rise

US equity investor Cole Smead names his best bet in the face of the central bank enacting another rate hike.

US value veteran finds inspiration in Hollywood and greyhounds

The contrarian US equity veteran is looking for the ‘Meryl Streep of stocks’: companies that are on course to become box office stars.

Strength of US economy will shock investors, says boutique manager

VIDEO: Smead Capital’s Cole Smead believes housing and consumer plays could power strong outperformance.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.