Sheets Smith Investment Management

Sheets Smith Investment Management

Founded in 2015 and headquartered in Houston, Sheets Smith Investment Management operates as a registered investment advisor structured as a division of PVG Asset Management Corporation. The firm serves individuals, trusts, foundations, endowments, and retirement plans, with an investment philosophy centered on capital preservation and competitive returns across market cycles. The firm deploys a tactical Dynamic Asset Allocation process that actively adjusts client portfolios among three primary asset classes: equities, fixed income, and cash equivalents. Stock selection criteria, proprietary quantitative projections, and yield-focused bond allocations drive the security-level decisions. The strategy aims to capture equity upside while using bonds and cash to dampen volatility, a posture that keeps it defensively positioned when macro forecasts turn negative. The firm does not publicly disclose specific portfolio holdings or direct investment positions. Sheets Smith Investment Management does not publicly report assets under management, total deployment figures, or headcount. No financial data has been disclosed since at least 2024, and no recent fund closes, acquisitions, or structural changes appear in the public record. The firm's website serves as the sole visible channel for client engagement and marketing. The firm's structural differentiator is its division-level status under the larger PVG Asset Management Corporation umbrella. This architecture likely provides operational and compliance infrastructure while allowing Sheets Smith to maintain a distinct brand and investment process. The succession or governance structure within PVG is not publicly detailed.