White Papers

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.

read more

What Has Gone Right in the First Quarter?

We are nearly through the first quarter and it’s time to check the market’s pulse. The core of our thesis around heightened volatility in 2019 rests on the view that we are coming off a period of money being priced below its natural rate. The artificial rate...

read more

The Why

“The secret of change is to focus all of your energy, not on fighting the old, but on building the new.” – Socrates. Inspired by my 27-plus years of investment experience, my principal motivation for founding Smith Capital Investors is a strong desire to build something new. Deep seated in this desire are the three focuses that have had the greatest influence on my career—Investing, People, and Culture.
read more

Thought Leadership