Summit Global Investments
Summit Global Investments (SGI), founded in 2010 and headquartered in Bountiful, Utah, is an SEC-registered investment adviser specializing in risk-managed strategies for a variety of clients. The firm manages approximately $2 billion in assets and employs around 32 professionals. SGI offers separately managed accounts (SMAs), mutual funds, ETFs, and works closely with financial advisors, institutions, family offices, endowments, and foundations, aiming to achieve steady long-term results while minimizing unforeseen risks.
Investment Strategy
SGI focuses on a managed risk approach, seeking to minimize surprises and deliver high-performing portfolios across various asset classes. Their investment process emphasizes risk control, transparency, and diversification, catering to a broad range of investors through SMAs, mutual funds, and ETFs. SGI aims to deliver consistent long-term returns by carefully managing portfolio risks, employing a disciplined research-driven process, and providing tailored investment solutions for individuals, institutions, and financial advisors.
Top Holdings
Equity Positions (453)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USDX | RBB FD INC | 26.35% | $446.9M | 17,421,064 | $25.60 | $25.65 | +$110.2M |
S SGLC | RBB FD INC | 4.26% | $72.3M | 2,125,795 | $28.63 | $34.02 | +$8.0M |
D DYTA | RBB FD INC | 3.55% | $60.1M | 2,143,924 | $26.14 | $28.04 | +$2.2M |
A AGG | ISHARES TR | 3.49% | $59.2M | 596,703 | $101.20 | $99.20 | +$2.0M |
S SPDW | SPDR INDEX SHS FDS | 1.52% | $25.7M | 635,596 | $37.11 | $40.49 | +$6.5M |