Firm Overview

Celebrating 25 years of finding unexpected growth

About Smith Group

Smith Group originated in our founder Steve Smith’s understanding that unexpected earnings growth can be a persistent source of excess investment returns. In the late 1970s, Steve participated in some of the earliest studies on unexpected earnings growth (then known merely as earning surprise), and his focus on the unexpected is the foundation and driving force for our approach to investing.

Keys To Success

  • 25 years focused on the theory and practice of capturing unexpected earnings
  • A portfolio construction process integrating the best of both disciplines:
    • Quantitative research to identify opportunities and risks swiftly
    • Fundamental analysis to verify sources of unexpected growth
  • Delivering realized growth that is better than expected

See Our Mission

Meet Our Team

Our Founder

Smith Group exists to provide high-quality investment management services to institutional and high-net-worth clients. 


Get In Touch

100 Crescent Ct. Ste. 1150
Dallas, TX 75201
(P) 214-880-4600
TF: 800-582-3435
M-F: 8am-5pm