Summit Global Investments
Contributor
Headquartered in Bountiful, Utah, Summit Global Investments adheres to a disciplined, managed-risk, multi-factor investment process designed to find attractive investment opportunities. The firm manages multiple investment strategies for its clients. Over a full market cycle, our defensive strategies have historically limited downside risks and allowed for participation in market rallies. SGI’s mission is clear–to help investors win. We care about return and deeply care about the risk associated with such returns. Ever mindful of the impact on their clients’ assets, the combination of risk, return and impact is at the center of our Managed Risk Approach™. SGI’s investment process has evolved over decades of research and continuous revisions to understand and exploit what reduces risk, avoids pitfalls and elevated idiosyncratic risks, and drives market returns.