SMITH ASSET Overview
Smith Asset Management Group Lp is an investment advisor that manages 3.2 BN dollars in regulatory AUM and has 17 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 63% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 63% of the manager's regulatory AUM.
SMITH ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SMITH ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
SMITH ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Stephen S. Smith | Ceo, Chief Investment Officer, Portfolio Manager | November-1995 |
| John D. Brim | President, Portfolio Manager | March-1998 |
| Lucinda Neumann | Cco | August-2014 |
SMITH ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
SMITH ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Principal Investment Strategy: Growth, core/growth, and core oriented strategies – Large Cap Focused Growth, Large Cap Defensive Growth, Large Cap Diversified Growth, Dividend Growth, Global Large Cap Equity, Small Cap Diversified Growth, and Small Cap Focused Growth:
The specialized investment philosophy employed by Smith Group dates back to the late
1970s, at which time Stephen S. Smith, CFA participated in a study in conjunction with several researchers from the Finance Department of the University of North Carolina. The study focused on determining the market’s efficiency in pricing of companies that report earnings greater than investor expectations also known as an earnings surprise. The conclusion was that the market was inefficient in its pricing of earnings surprises and excess return could be gained by investing in stocks that report an earnings surprise.
Smith Group applies an en...
Unlock Full Investment Process Description
Principal Investment Strategy: Growth, core/growth, and core oriented strategies – Large Cap Focused Growth, Large Cap Defensive Growth, Large Cap Diversified Growth, Dividend Growth, Global Large Cap Equity, Small Cap Diversified Growth, and Small Cap Focused Growth:
The specialized investment philosophy employed by Smith Group dates back to the late
1970s, at which time Stephen S. Smith, CFA participated in a study in conjunction with several researchers from the Finance Department of the University of North Carolina. The study focused on determining the market’s efficiency in pricing of companies that report earnings greater than investor expectations also known as an earnings surprise. The conclusion was that the market was inefficient in its pricing of earnings surprises and excess return could be gained by investing in stocks that report an earnings surprise.
Smith Group applies an en...
Unlock Full Investment Process Description
SMITH ASSET Portfolio Concentration
SMITH ASSET Location
100 CRESCENT COURT
SUITE 1150
DALLAS, Texas
UNITED STATES, 75201
SUITE 1150
DALLAS, Texas
UNITED STATES, 75201
SMITH ASSET Contact Information
Phone Number: 214-880-4600
Fax Number: 214-880-4640
Website: http://www.smithasset.com
Fax Number: 214-880-4640
Website: http://www.smithasset.com
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