About
"Diversification is the only free lunch in investing." It's a famous quote attributed to the Nobel economist Harry Markowitz, and re-quoted - with conviction! - by Smead Capital Management's Bill Smead. Bill discusses his approach to portfolio diversification, and his favorite stocks, with Barron's Senior Managing Editor Lauren R. Rublin and Associate Editor Andrew Bary.
When
Monday, August 10, 2026 · 12:00 p.m. Eastern Time (US & Canada) (GMT -4:00)
Presenters
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Andrew Bary
Associate Editor, Barron's
Andrew Bary is an associate editor at Barron's, covering a wide range of financial and investment topics. He joined Barron's in 1992 as a reporter and has worked for Barron's parent, Dow Jones, for 43 years.
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Lauren R. Rublin
Senior Managing Editor, Barron's
Lauren R. Rublin is the senior managing editor at Barron's, overseeing Roundtables and Special Projects. She previously worked in book publishing, and at Fairchild Publications and Time Inc.
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William Smead
CEO/CIO, Smead Capital Management
Bill Smead is the founder and chairman of Smead Capital Management and created the firm’s investment discipline. As Chief Investment Officer, he is the final decision maker for all investment decisions in the firm’s domestic equity portfolios. He has over four decades of experience in the investment industry. He started his career with Drexel Burnham Lambert in 1980.
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