Smith Group -- Dallas-Based Investment Management Firm Launches New Portfolio Strategy

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Smith Group, an investment management firm based in Dallas, Texas, has expanded its product offerings with a new 130/30 strategy. This strategy incorporates both long equity holdings and a limited amount of short selling with the objective of increasing investment returns without increasing risk.

130/30 Investment Strategy: Giving our equities an alpha boost

    Smith Group launched the new strategy after conducting extensive research. This work validated and extended a line of academic research that found that loosening the long-only constraint can increase returns without increasing risk. The work culminated in a white paper, "130/30 Investment Strategy: Giving our equities an alpha boost," which is available on the firm's website

Stephen S. Smith, the founder and CEO of Smith Group, said that, "The basic idea behind all of the research is that long-short strategies take fuller advantage of our insight into the market. With the increasing demand by investors for techniques of this type, we felt it was appropriate to open our 130/30 strategy to prospective investors. After an extensive research and development effort, we began investing our firm's money in the portfolio at the beginning of this year. We are pleased with the results, and now want to allow outside clients to invest alongside us."

About Smith Group:

Smith Asset Management Group, L.P. ("Smith Group") is a registered investment advisor that specializes in equity investment management services. The firm manages over $5 billion in assets for foundations, endowments, corporate pensions, public funds, multi-employer plans and high net worth individuals.

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