Regional Based Investment Group
At Smithstock we share the ambition for long-term growth and low risk investing.
What makes us different?
Our base in Toowoomba and our rural background give us a unique perspective and understanding of regional and rural life. This local expertise allows us to identify and capitalise on investment opportunities that may be overlooked by larger, urban-based funds.
Additionally, our straightforward, no-frills business approach resonates with people who value integrity, reliability, and personal service. By combining these distinctive attributes, Smithstock offers a unique investment experience that stands out in the crowded investment landscape.
One of the most distinctive features is that Tom Smith, the Managing Director, invests his own money in the fund. This alignment ensures that his interests are directly tied to the performance of the investments, fostering a level of trust and commitment that is rare in the industry. Investors can be confident that Tom is fully invested in the funds success.
Investing with peace of mind
Smithstock provides its investors with greater stability and peace of mind through a conservative and transparent approach to investing. One of the key factors contributing to this stability is our commitment to a no-leverage policy.
Unlike many investment firms that use debt to amplify returns, Smithstock avoids leverage entirely, minimising risk and protecting capital from the volatility and potential losses associated with borrowed money. This strategy ensures that our investments are safeguarded during times of market downturns and unexpected economic shifts.
Transparency is another cornerstone of the peace of mind we provide. Our investors are fully aware of the costs involved and can trust that our interests are aligned with theirs. Additionally, our practice of reinvesting all earnings back into the fund helps compound value over time, offering a clear path to long-term wealth accumulation.
We build strong relationships with our investors, taking the time to understand their unique financial goals and risk tolerance. This personal touch, combined with our disciplined investment approach, provides investors with the assurance that their investments are managed with care and a commitment to their long-term success.
We help secure long-term growth
At Smithstock, our approach to securing long-term growth for our investors is built on disciplined, value-based investment strategies and a commitment to ethical and transparent business practices.
In the stock market we adhere to the principles of value investing, inspired by investment legends like Warren Buffett and Charlie Munger, focusing on stocks that are undervalued but have strong fundamentals such as low debt, profitability, and a sustainable business model.
In the property market we continue to ride the wave that drives growth in South East Queensland and the Darling Downs. We focus on developments that are good for our investors, good for our end users and good for the community as a whole.
We operate on a flat management fee with no performance fees, ensuring transparency and no surprises. Our reward comes from our exposure to the fund’s success, not from taking a cut of the returns.
We Get It
- Member of the Australian Institute of Company Directors (MAICD)
- Graduate Certificate in Applied Finance (GCertAppFin)
- Advanced Diploma in Applied Science (AdvDipAppSc)
"Whether it be in the stock market or the property market, all my investment ideas are in Smithstock, my money is where my mouth is."
- Tom Smith, Managing Director
Why investors choose Smithstock?
Unlike typical fund managers who come from urban financial hubs, Tom is a 6th generation farmer, with finance qualifications. This unique rural background brings a practical, grounded perspective to investment management. This helps us bring a distinctive understanding of real-world economics and long-term value creation.
Market-beating returns
Smithstock has delivered an annualised return of 7.7% AFTER all fees since inception.
We’re invested in the funds success
We put our money where our mouth is. We invest our own capital alongside our partners, so we’re in it together.
No performance fees or leverage
We never charge a performance fee so there are no surprises. We never use debt or leverage of any kind which aides in capital protection.
Contact Smithstock Today!
The information contained in this website is of general nature and is not advice or a recommendation to invest. It has been prepared without taking account of your individual objectives, financial situation or particular needs. Accordingly, before making an investment decision, you should assess your own objectives, financial situation and needs; and seek your own advice as appropriate.
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