Smith Asset Management

At Smith Group Asset Management, we are a specialist firm dedicated to providing high-quality investment management services to institutional and high-net-worth clients. With over 25 years of experience, we have established a reputation for delivering exceptional client service and superior risk-adjusted returns over a full market cycle.

Our Philosophy

Our investment philosophy is built on a straightforward approach that has been consistently applied for over two decades. We believe that companies that can sustainably grow earnings faster than expected will experience strong stock appreciation. Our strategy is distinguished by the use of a systematic, model-based framework that enables us to research potential investments quickly and methodically. We identify companies with the potential for unexpected earnings growth, strong earnings quality, and reasonable valuations.

Our Approach

Our investment process is designed to identify companies that have the potential to exceed earnings expectations. We use a combination of quantitative and fundamental analysis to research potential investments. We believe that portfolio risk can be managed through diversification, position weighting, and risk model analysis. Our portfolio management team is comprised of experienced professionals who work together to create a tailored investment strategy for each client.

Our Team

Our team of experts is dedicated to delivering exceptional investment management services. With a strong foundation in engineering, finance, and economics, our team has the expertise to navigate complex investment markets. Our team members hold advanced degrees and certifications, including the Chartered Financial Analyst (CFA) designation.

Our Founder

Our founder, Stephen S. Smith, CFA, has a rich background in investment management. With over 30 years of experience in the investment industry, Mr. Smith has held senior positions at major financial institutions. He is a member of the CFA Institute and the CFA Society of Dallas-Ft. Worth.

Our Mission

At Smith Group Asset Management, our mission is to provide high-quality investment management services to institutional and high-net-worth clients. We are committed to delivering exceptional client service and superior risk-adjusted returns over a full market cycle.