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