As we closed out 2018, a fair amount of our time was spent looking into 2019; discussing the themes that we thought would drive markets. This discussion helped narrow down a list of what we felt commanded focus.
“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.