White Papers

Reflections – 1Q 2021

As we close out Q1 2021 we have even stronger conviction in our reopening and recovery thesis and see a high probability for a stronger, longer, and more durable global recovery.

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SCI 5×5 1Q2021/2Q2021

Welcome to the Smith Capital Investors 5X5. We explore topics from the first quarter of the year and issues facing us in the second quarter of 2021.

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2019 Midyear Market Update

We started the year asking “What Could Go Right?” and it’s time to get the market’s pulse as we begin the second half of the year.

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Thought Leadership