Donald Smith & Co., Inc. is an investment management firm with a deep value equity investing approach. We generally invest in stocks of out-of-favor companies that sell in the bottom decile of price-to-tangible book value ratios with significant earnings potential over the next 2-4 years. This is a very contrarian strategy, and we manage concentrated, “best ideas” portfolios of stocks for institutional clients.
We have practiced our investment philosophy since firm inception with great success, and have never deviated from this style. Our approach is highly differentiated.
We offer separately managed accounts across six composites: All Cap Value Equity, Large Cap Concentrated Value Equity, Mid Cap Value Equity, Small Cap Value Equity, Micro Cap Value Equity, and Global Value Equity.