Smith Group

Our core principle is that unexpected earnings growth is a persistent source of excess investment returns

What We Do

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The firms team of experienced investment professionals all of whom possesses advanced degrees and/or hold the Chartered Financial Analyst designation, implements a repetitive, multi-step engineering approach to portfolio management. The firm takes a team approach to investing and believes that the combination of their return-stabilizing, risk management approach, with their earnings, valuation and quality focused stock selection process will produce superior portfolio results that are repeatable, less volatile, and consistent over long periods of time.

Who We Are

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Smith Asset Management Group is based in Dallas, Texas and is dedicated to providing high quality investment management service to a limited number of institutional and high net worth clients. Stephen S. Smith, CFA, the firms CEO and Chief Investment Officer founded Smith Asset Management Group in 1995.

Our Most Viewed Pages

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Now Playing: Welcome to Smith Group

An Introduction to our firm by CEO Steve Smith, CFA

Don't Fight the Feds

Eivind Olsen - January 27, 2015

One of the first rules learned as a rookie investment professional is, “don’t fight the Fed”. The last few years have been a lesson to everyone that expec...

Beware the Consensus Call

John Brim - January 01, 2015

U.S. equity markets as measured by the S&P500 Index returned +4.9% in the fourth quarter and +13.7% for the 2014 calendar year. Small Cap stocks posted very strong 4Q r...

The Next Leg

Bill Ketterer - October 10, 2014

We are often asked what we think will drive the next leg up in the market. A recently published paper by the Smith Group looks at one positive profit driver that has been u...

Synchronized Swimming in the Markets

John Brim - October 10, 2014

The last five years have seen a resounding rebound for U.S. equity markets from the depth of the Oct. 2007 – Mar. 2009 bear market.  An interesting feature of th...

Is the Market Overvalued?

Steve Smith - October 10, 2014

It has been over five years now since the bottom of the last significant stock market downturn. Since the bottom of the U.S. stock market on March 9, 2009, most benchmarks,...