SMITH GRAHAM & COMPANY Overview
Smith Graham & Company . Investment Advisors Lp is an investment advisor that manages 6 BN dollars in regulatory AUM and has 25 employees, of which 12 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/09 to 09/30/18. The fund's latest filing disclosed 1BN in positions, representing 18% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/09 to 09/30/18. The fund's latest filing disclosed 1BN in positions, representing 18% of the manager's regulatory AUM.
SMITH GRAHAM & COMPANY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SMITH GRAHAM & COMPANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MTRX | 1.74% | Energy | -18.2% | -0.02% | 2 | 2% | ||
| GDOT | 1.73% | Financials | -10.06% | -0.09% | 0 | 5% | ||
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FEATURED IN
SMITH GRAHAM & COMPANY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jamie G. House | Chief Operating Officer | December-1992 |
| Gerald B. Smith | Chief Executive Officer | July-1990 |
| Mark W. Dube | Chief Compliance Officer | February-2013 |
| Peter A. Heine | Managing Director, Head Of Fixed Income | June-2014 |
| Donna S. Wilson | President | October-2014 |
SMITH GRAHAM & COMPANY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SMITH GRAHAM & COMPANY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Smith Graham acknowledges that we are a fiduciary to our clients and shall, at all times, act in a fiduciary capacity to them. We do not guarantee the future performance of client accounts or any specific level of performance, the success of any investment decision or strategy that we use, or the success of our overall management of client accounts. We make our clients aware that investment decisions made for client accounts are subject to various market, currency, economic and business risks and that those investment decisions will not always be profitable. Clients are reminded that investing in securities may incur loss.
FIXED INCOME PORTFOLIOS
We focus on five key factors to add value to the fixed income portfolios that we manage. We believe that these five factors represent opportunities to enhance portfolio value while diversifying portfolio risk and reducing total ...
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Smith Graham acknowledges that we are a fiduciary to our clients and shall, at all times, act in a fiduciary capacity to them. We do not guarantee the future performance of client accounts or any specific level of performance, the success of any investment decision or strategy that we use, or the success of our overall management of client accounts. We make our clients aware that investment decisions made for client accounts are subject to various market, currency, economic and business risks and that those investment decisions will not always be profitable. Clients are reminded that investing in securities may incur loss.
FIXED INCOME PORTFOLIOS
We focus on five key factors to add value to the fixed income portfolios that we manage. We believe that these five factors represent opportunities to enhance portfolio value while diversifying portfolio risk and reducing total ...
Unlock Full Investment Process Description
SMITH GRAHAM & COMPANY Portfolio Concentration
SMITH GRAHAM & COMPANY Location
6900 JPMORGAN CHASE TOWER
600 TRAVIS STREET
HOUSTON, Texas
UNITED STATES, 77002
600 TRAVIS STREET
HOUSTON, Texas
UNITED STATES, 77002
SMITH GRAHAM & COMPANY Contact Information
Phone Number: 713-227-1100
Fax Number: 713-227-0912
Website: http://smithgraham.com
Fax Number: 713-227-0912
Website: http://smithgraham.com
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Disclaimer
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