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.

Insights

Insights

Keep Calm and Remain Diversified

A short- and long-term review of the power of diversification.
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Markets Are Cyclical, Your Success Should Not Be

If history has taught us anything, it is that markets are cyclical. They rise and they fall, and just when investors convince themselves that something has changed, the pattern continues. Investors who understand this about the markets possess a distinct advantage.
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The Pitfalls of Emotional Investing and How to Avoid Them

Knee-jerk reactions to market fluctuations can lead to buying high and selling low, making it difficult to stay on track and achieve long-term financial goals. Remaining invested in a diversified portfolio for the long-term can help avoid the pitfalls of emotional investing.
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