Smith Group Asset Management

About

About

Smith Group Asset Management is an investment management firm that blends quantitative research with fundamental analysis disciplines seeking to capture unexpected earnings growth.

AMG Funds From This Firm

MGSEX

Special Equity Fund

Seeks to provide long-term capital appreciation by investing in a portfolio of small and mid cap stocks.

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Approach & Philosophy

Philosophy & Approach

Our Philosophy

Smith Asset Management Group believes companies that can sustainably grow earnings faster than expected will experience strong stock appreciation.  The team seeks to drive returns by utilizing a combination of quantitative and fundamental analysis.

Our Approach

  • Smith Group's strategy is distinguished by utilizing a systematic, model-based framework to research potential investments swiftly and methodically.
  • By starting with a quantitative framework, the firm has often found unexpected growth in counterintuitive places, and is also able to recognize—without emotional bias—when it is time to sell.
  • Smith Group's investment process identifies companies with the potential for unexpected earnings growth, strong earnings quality and reasonable valuations. Portfolio risk is addressed through diversification, position weighting and risk model analysis.
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