Smith Legacy Holdings

Delivering superior investment returns through disciplined fundamental analysis and long-term value investing

Our Performance

47.81%
Since Inception Return
13.69%
Year-to-Date 2025
$28,881
Current AUM
14
Active Clients

Our Investment Philosophy

Built on the wisdom of Benjamin Graham, Peter Lynch, and Warren Buffett, our approach combines deep fundamental analysis with market psychology understanding to identify undervalued opportunities.

Learn More About Our Approach