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 Equity

Inception Date: Dec. 1, 2014

# of Holdings: 30-50

Vehicle: SA, Mutual Fund, LP

Benchmark: MSCI ACWI ex-US

Large Cap Focused

Inception Date: Jan. 1, 1996

# of Holdings: 35-45

Vehicle: Sep. Account, Mutual Fund

Benchmarks: S&P 500, Russell 1000 Growth

Large Cap Diversified

Inception Date: Feb. 26, 2008

# of Holdings: 70-125

Vehicle: Sep. Account

Benchmark: Russell 1000 Growth

Global Equity

Inception Date: Oct. 1, 2011

# of Holdings: 60-80

Vehicle: Sep. Account

Benchmark: MSCI, ACWI

Dividend Growth

Inception Date: Oct. 1, 2011

# of Holdings: 20-30

Vehicle: Sep. Account

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

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


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