More Research

Keeping the Show on the Road

Bottom-up company fundamental analysis and individual security selection are at the core of generating risk-adjusted returns at Smith Capital Investors, but our active management process would not be complete without overlaying our blended top-down macroeconomic views...

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Moving on Up (In the Capital Structure)

At Smith Capital Investors, we have a keen focus on relative value, not just on a security and sector-specific basis, but also at the asset class level. One interesting trend we have been tracking at the asset class level is the divergence in relative value between...

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It’s All About the Data

This month’s hotter than anticipated CPI report and better than expected economic data is forcing markets to re-think the validity of the Fed’s view that the US economy is resilient and stronger than most believe.

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Crosscurrents: Yields and Spreads

You have by now likely heard someone say “credit spreads” are tight. This may seem totally reasonable to you, depending on whether you have been bracing for impact from one of the most historic rate hiking cycles in our lifetimes or not.

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Welcome Cassie Kneen

Welcome Cassie Kneen   As we celebrate entering our sixth year, we are pleased to announce another great addition to the team - Cassandra Kneen is joining us as part of our Business Development group. Cassie joins us from Fidelis Capital where she most recently...

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2023 SCI Reflections

As we approach the close of another year, I find great value in reflecting on the past year. At the end of each year, I ask my team to dedicate time to reflect on the year and draft an email to share with the entire team. These reflections, whether centered on...

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Where do we go from here?

  Where Do We Go from Here?   This week’s FOMC meeting and inflation data set the stage for an everything rally in the markets with the market, once again, shifting sentiment. This time from the ‘higher for longer’ mindset to a ‘pause and pivot’ mindset....

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New Sub-Advisor Agreement

    Smith Capital Investors is pleased to announce the launch of a Core Plus ETF sub-advisory relationship with SS&C ALPS Advisors. This ETF is similar to the Total Return mutual fund strategy, offering an alternative vehicle for those who prefer ETFs...

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