Firm Overview

Celebrating 25 years of finding unexpected growth

About Smith Group

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.

Keys To Success

20 years focused on the theory and practice of capturing unexpected earnings

A portfolio construction process integrating the best of both disciplines:
- Quantitative research to identify opportunities and risks swiftly
- Fundamental analysis to verify sources of unexpected growth
Delivering realized growth that is better than expected

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