Sheets Smith Investment Management

Overview

Sheets Smith Investment Management, LLC (SSIM) is a private investment firm based in Houston, Texas, specializing in multi-strategy equity and dynamic asset allocation balanced portfolio management. The firm offers a suite of balanced portfolio strategies designed to accommodate various risk tolerances and time horizons of individual clients. SSIM was formed in December 2015 by Sheets Smith Wealth Management and Z. Cornell Bowden, with the purpose of segregating accounts using these strategies into an entity separate from Sheets Smith Wealth Management to comply with the CFA Institute's Global Investment Performance Standards. The firm's investment approach focuses on capital preservation with competitive returns, utilizing a dynamic asset allocation process that adapts investments to current market conditions and forecasts of future earnings. This philosophy aims to adjust portfolio holdings to weigh the effects of macro changes and rebalance the asset mix in a measured, unbiased manner. SSIM's process offers diversified-balanced portfolios with the growth potential of stocks, the income and reduced volatility of bonds, and the safety of cash equivalents investments. As a registered investment advisor with the Securities and Exchange Commission under the Investment Advisors Act of 1940, SSIM is held to a high standard of trust and integrity, acting as a fiduciary for its clients. The firm's team comprises professionals with MBA or MSF degrees who have passed the Uniform Investment Advisor Law Exam, ensuring a high level of expertise and commitment to client interests. SSIM's accolades include multiple 1-Star and 3-Star ratings for its Absolute Return Balanced (ARB) and Absolute Return Balanced Plus (ARBP) strategies, reflecting its consistent performance and dedication to client success.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies