SM INVESTORS
SM INVESTORS is a Series C+ and other fund in the US writing $500K+ checks into telecommunications and media.
- Stages
- Series C+, other
- Sectors
- telecommunications, media
- Check size
- $500K+
- Invests in
- US-wide
- Founded
- 1997
- Assets under management
- $212.1M
Thesis
The firm focuses on proprietary, bottom-up research to identify "value-able" businesses with predictable revenues, profits, and strong balance sheets. SM Investors' core strategy revolves around intensive, company-specific research to estimate a company's intrinsic worth, often differing significantly from its market price. While the firm's historical focus has been on the telecommunications and media sectors, its broader investment philosophy targets predictable businesses with strong financial foundations. The firm manages a family of investment partnerships, including SM Investors, L.P., SM Investors II, L.P., and SM Merger/Arbitrage, L.P., along with parallel offshore vehicles. The strategy encompasses equity investments in these predictable businesses and a dedicated merger-arbitrage sleeve. SM Investors, L.P. has approximately $33.8 million in assets under management (AUM), with a minimum investment of $500,000. Another source indicates that SM Investors, as a hedge fund company, has approximately $212.1 million in total assets under management (AUM) and operates 5 private funds.
Common questions
Does SM INVESTORS invest at the Series C+ stage?
Yes. SM INVESTORS lists Series C+ and other among the stages it invests in.
What check size does SM INVESTORS write?
SM INVESTORS writes $500K+ checks.
Where does SM INVESTORS invest?
SM INVESTORS invests in the US.