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Donald Smith & Co

Donald Smith & Co
13F

Donald Smith & Co.
Last update 2022-05-09 67 Stocks (6 new)
Value $2.75 Bil Turnover 14 %
Portfolio Report

Donald Smith & Co Profile

Donald G. Smith was the Chief Investment Officer of Donald Smith & Co from its founding in 1980 until he passed away in 2019. He began his career as an analyst with Capital Research Company and subsequently worked at Capital Guardian Trust Co. In 1980, he became the CIO of Home Insurance Company and the President of Home Portfolio Advisors, Inc., which he bought and re-named to Donald Smith & Co.
Smith was awarded a B.S. in Finance and Accounting by the University of Illinois, an MBA by Harvard University and a J.D. from UCLA Law School and was admitted to the Bar Association of California. He once volunteered for Ben Graham at UCLA to conduct a study on a low P/E strategy.

Donald Smith & Co Investing Philosophy

Donald Smith is a deep-value manager employing a strict bottom-up approach. He invests in stocks of out-of-favor companies selling at discounts to tangible book value. He looks for companies in the bottom docile of price-to-tangible book ratios and a positive outlook for earnings potential over the next 2-4 years.
Donald Smith & Co's Top Stock Picks View Full List
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Donald Smith & Co Total Holding History ($B)

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Donald Smith & Co's Asset Allocation

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Donald Smith & Co Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Donald Smith & Co's Hypothetical Growth since 2022-03-31

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Donald Smith & Co's Yearly Returns

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Donald Smith & Co's Holdings Heat Map

Donald Smith & Co's Holdings Bubble Chart

Commentaries and Stories

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