About Us

Smith Group originated in our founder Steve Smith’s understanding that unexpected earnings growth can be a persistent source of excess investment returns. In the late 1970s, Steve participated in some of the earliest studies on unexpected earnings growth (then known merely as earning surprise), and his focus on the unexpected is the foundation and driving force for our approach to investing.

Our Story

About What We Do & How We Got Here

Smith Group originated in our founder Steve Smith’s understanding that unexpected earnings growth can be a persistent source of excess investment returns. In the late 1970s, Steve participated in some of the earliest studies on unexpected earnings growth (then known merely as earning surprise), and his focus on the unexpected is the foundation and driving force for our approach to investing.

Smith Group originated in our founder Steve Smith’s understanding that unexpected earnings growth can be a persistent source of excess investment returns. In the late 1970s, Steve participated in some of the earliest studies on unexpected earnings growth (then known merely as earning surprise), and his focus on the unexpected is the foundation and driving force for our approach to investing.

Our Company Mission & Client Vision

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Mission

Smith Group exists to provide high-quality investment management services to institutional and high-net-worth clients. As a specialist firm in an industry dominated by large asset management companies, our goal is to deliver both exceptional client service and superior risk-adjusted returns over a full market cycle.

Vision

With a team of highly skilled professionals sharing similar values and complementary skills, Smith Group focuses on making investment decisions where we have established expertise, while minimizing the impact where we do not. We are passionate in our commitment to continuous improvement in the efficiency and effectiveness of our investment decisions and in the delivery of client service. Alignment with the firm and our clients is paramount and accomplished via broad-based employee ownership.

 Values

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Recent Years

The Proof is in the Numbers

2018

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  • New Partners
  • 1.5B Investment Milestone Set
  • Full-fledged team recruit
  • New Branch at Delhi

2017

Cras ultricies ligula sed magna dictum porta. Praesent sapien massa, convallis a pellentesque nec, egestas non nisi.

  • New Partners
  • 1.5B Investment Milestone Set
  • Full-fledged team recruit
  • New Branch at Delhi

2016

Cras ultricies ligula sed magna dictum porta. Praesent sapien massa, convallis a pellentesque nec, egestas non nisi.

  • New Partners
  • 1.5B Investment Milestone Set
  • Full-fledged team recruit
  • New Branch at Delhi

Smith Group exists to provide high-quality investment management services to institutional and high-net-worth clients. 

Contact

Get In Touch

100 Crescent Ct. Ste. 1150
Dallas, TX 75201
(P) 214-880-4600
TF: 800-582-3435
info@smithasset.com
M-F: 8am-5pm