Strategies & Performance

Our investment process is distinguished from that of our competitors based on what we look for and how we find it.

Many investors will tell you that stock prices follow absolute earnings growth, but our research shows that stock prices follow unexpected growth in earnings. Smith Group seeks to predict unexpected earnings by understanding the phenomenon across multiple dimensions, including the credibility and sustainability of earnings and the price paid for earnings.

International Large Cap

Inception Date: Dec. 1, 2014

# of Holdings: 30-50

Vehicle: SA, Mutual Fund, LP

Benchmark: MSCI ACWI ex-US

Large Cap Focused Growth

Inception Date: Jan. 1, 1996

# of Holdings: 35-45

Vehicle: Sep. Account, Mutual Fund

Benchmarks: S&P 500, Russell 1000 Growth

Large Cap Diversified Growth

Inception Date: Feb. 26, 2008

# of Holdings: 70-125

Vehicle: Sep. Account

Benchmark: Russell 1000 Growth

Global Large Cap

Inception Date: Oct. 1, 2011

# of Holdings: 60-80

Vehicle: Sep. Account

Benchmark: Russell Global LC, MSCI, ACWI

Small Cap Focused Growth

To learn more about our Small Cap
Focused Growth Strategy, click here to
open an email that will be sent to an
associate who will assist you.

Dividend Growth

Inception Date: Oct. 1, 2011

# of Holdings: 20-30

Vehicle: Sep. Account

Benchmark: S&P (Risk-Adj), S&P 500

Small Cap Diversified Growth

Inception Date: Jul. 1, 2001

# of Holdings: 90-110

Vehicle: Sep. Account

Benchmarks: Russell 2000, Russell Growth

Absolute Return Strategy

To learn more about our Absolute Return Strategy, click here to open an email that will be sent to an associate who will assist you.

Smith Group Mutual Funds

Click here to learn more about our Mutual Funds

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