RGA Investment Advisors LLC, an investment management firm, published its “Smead Value Fund” second quarter 2021 investor letter – a copy of which can be downloaded here. In its Q2 2021 investor letter, the fund talked about one of the most important mistakes they made in their investing careers and emphasized the clarity with which they now pursue opportunities. You can view the fund’s top 5 holdings to have an idea about their top bets for 2021.
In the Q2 2021 investor letter of...
