SMITHSTOCK GROUP

How It Works

Interested in the fund? Let's meet up and see if our investment objectives align.

SMITHSTOCK INVESTMENTS

Step 1: Meet with us

When you first meet with Smithstock, you can anticipate a thorough and personalised experience aimed at understanding your financial goals and laying the groundwork to assess if we would be a good fit for a long-term partnership.


The primary focus of this meeting is to comprehend your unique financial situation, goals, and risk tolerance. We will ask detailed questions about your investment objectives, timeline, current financial status, and any specific concerns or preferences you may have.


You will have plenty of opportunity to ask any questions. Smithstock prides ourselves on building strong, lasting relationships, so you can expect ongoing communication and support as you move forward.


Meeting up with Smithstock is designed to be an informative and reassuring process, ensuring you feel confident and well-informed about our fund. This is an obligation free meeting to see if we would be a good fit for each other, our bar for admitting new investors to the fund is high.

Step 2: We do all the hard work

Smithstock adheres to a value investing philosophy, maintaining a high-conviction and concentrated portfolio of investments, avoiding leverage, and reinvesting earnings to compound value.


Stocks are selected through extensive fundamental, ground-up analysis. This involves a deep dive into a company’s business model, financial health, competitive position, and management quality. By avoiding speculative bets and macro-based calls, Smithstock ensures that all investments are made based on solid, long-term prospects rather than short-term market movements.


Property is selected through a similar framework, detailed cost analysis and returns on equity are front of mind. This is then assessed against the current market backdrop and regional demand drivers.


This disciplined and transparent approach is designed to provide our partners with long-term growth and capital protection, ensuring their investments are managed with care and integrity. By adhering to these principles, Smithstock aims to minimise risk and maximise investments long term.

Step 3: Watch the investment grow

Smithstock is dedicated to growing our investments through a disciplined, transparent, and long-term investment approach. Our investors feel confident and relaxed knowing that their financial future is in safe and capable hands.


Our high-conviction approach allows us to dedicate significant time and resources to understanding each investment fully. We avoid speculative bets and focus on well-researched opportunities, providing a stable and predictable investment experience. We rest easy knowing that our money is invested in a portfolio designed for long-term growth and stability.


Investing with Smithstock means having the peace of mind that comes from working with a company that is dedicated to financial success. Our disciplined approach, combined with our transparent and investor-focused practices, ensures that our investors  money is managed with care and integrity.


Our partners feel relaxed and assured, knowing that our financial future is being carefully nurtured by an investment company that values trust above all else and prioritises long-term growth.

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