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Donald Smith & Co., Inc.
SEC-regulated
Registered investment advisor
Donald Smith & Co., Inc. is an independent investment advisor specializing in managing value equity accounts for large institutions. Established in 1975 as Home Portfolio Advisors, the firm was renamed in 1983 after being acquired by founder Donald G. Smith. The firm's investment philosophy focuses on low price/book equities, conducting detailed fundamental analyses. The firm offers six products, including All Cap Value Equity, Large Cap Concentrated Value Equity, and Global Value Equity. Clients can place guidelines and restrictions on their accounts, such as sector weight maximums and foreign investment limits. The firm provides investment advisory services for a wrap fee program in its Large Cap Concentrated Value Equity product. As of December 31, 2022, the firm's total assets under management were $2,621M, with all
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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