Donald Smith

Donald Smith & Co., Inc. is an employee-owned investment management firm based in New York City, founded in 1975. It serves a diverse client base that includes high net worth individuals, pension plans, charitable organizations, and government entities. The firm specializes in managing client-focused equity portfolios and equity mutual funds, primarily investing in public equity markets in the United States and other countries. Utilizing a deep value strategy, Donald Smith & Co. employs fundamental analysis and a bottom-up stock picking approach, investing across various market capitalizations, including large, mid, small, and micro-cap companies. The firm benchmarks its portfolio performance against the Russell 1000 Value, Russell 2000 Value, and Russell 3000 Value indices, relying on in-house research to inform its investment decisions.