Smith Group

We use a consistent, disciplined investment approach to exceed our clients investment objectives.

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.

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.

News & Research

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Our Most Viewed Pages

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Now Playing: Welcome to Smith Group

An Introduction to our firm by CEO Steve Smith, CFA

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Fear of the "TAPER"

Rick Villars - June 17, 2013

Investors have become increasingly nervous as various Fed members have talked about “tapering”.  Bond yields have shot up and stock volatility has spiked.&...

Cautious Management

Rick Villars - June 03, 2013

The consumer mood may be brightening, but management continues to be cautious. The ratio of negative to positive guidance was the highest it has been since earnings tr...

Earnings Reporting Season - Little Change from Slow Start

Rick Villars - June 03, 2013

As is normal, the back half of reporting season had a slightly more negative tone than the beginning. The percentage of S&P 500 ex Financial companies beating esti...

Rotation

Rick Villars - May 21, 2013

While the first quarter was mostly a valuation affair, so far the second quarter has seen rotation toward high dividend paying, highly liquid stocks.  Clearly, the neg...

T.I.N.A. (There Is No Alternative)

Rick Villars - May 13, 2013

As I completed the Smith Group Market Scorecard yesterday (http://resource.deyogroup.com/355/MarketScorecard.pdf) it struck me that normal fundamental inputs, like earnings growth, margins...