Latest / The Insight is Capital™ Podcast
Why One of North America’s Most Contrarian Investors Just Showed Up in Canada | Bill Smead
What if the most "diversified" portfolio you own is actually one of the most concentrated bets in market history — and almost no one is talking about it?
In this episode of Insight Is Capital, host Pierre Daillie sits down in-studio with Bill Smead, Founder and Chief Investment Officer of Smead Capital Management — one of North America's most respected and unapologetically contrarian value investors. Bill has just made Smead Capital's first formal move into the Canadian market, launching two new mutual funds available to Canadian investors as of October 1, 2026.
Bill shares his remarkable…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.