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 09/30/16. The fund's latest filing disclosed 786MM in positions, representing 13% of the manager's regulatory AUM.

SMITH GRAHAM & COMPANY StockAlpha

+2.7%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SMITH GRAHAM & COMPANY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CRUS 1.61% Tech 7.92% 0.1% 0 5%
ECPG 1.47% Financials 32.78% 0.15% 2 3%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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 ...
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

SMITH GRAHAM & COMPANY Contact Information

Phone Number: 713-227-1100
Fax Number: 713-227-0912
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A