DONALD SMITH & COMPANY Overview

Donald Smith & Company . Inc. is an investment advisor that manages 6.2 BN dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 59% of the manager's regulatory AUM.

DONALD SMITH & COMPANY StockAlpha

-4.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DONALD SMITH & COMPANY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AER 9.57% Industrials 12.57% 0.21% 3 8%
MU 7.42% Tech 5.68% 0.66% 1 13%
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FEATURED IN
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DONALD SMITH & COMPANY Founders and Key Employees

Name Title In Position Since
Donald G. Smith President, Shareholder April-1980
Richard L. Greenberg Senior Vice President, Director Of Research, Shareholder January-2004
Ann E. Hogan Chief Compliance Officer, Chief Administrative Officer January-2013

DONALD SMITH & COMPANY Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

DONALD SMITH & COMPANY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss (continued)


Above all, we are concerned with absolute risk. We define risk as loss of principal. We try to control risk by buying stocks at deep discounts to book value and asset value. Risk is further controlled by not investing in any derivative securities. We invest in securities listed on national exchanges, including domestic equities, ADRs of foreign companies and dually- listed companies.

Individual position size limits depend upon client constraints. Typically, we limit any one holding to about 5% of the portfolio at time of purchase and the maximum industry exposure to about 20%. We usually do not buy more than 10% of the outstanding stock of a company.

Our intense balance sheet analysis and focus on asset quality helps to limit the downside risk. Because we concentrate our universe on the lowest decile of stocks based on price/tangible book value, we can devote our resources to a conce...
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DONALD SMITH & COMPANY Portfolio Concentration

DONALD SMITH & COMPANY Location

152 W. 57TH STREET
22ND FLOOR
NEW YORK, New York
UNITED STATES, 10019

DONALD SMITH & COMPANY Contact Information

Phone Number: 212-284-0990
Fax Number: 212-284-0998
Website:

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