Equity Approach

Our goal is to enhance the client experience by preserving capital, reducing risk, and delivering high performing portfolios.

Learn how our process is laser focused on achieving that goal.

Investment Methodology
A continuous 4 step process
See More
Risk Identification
Market risk constantly changes
See More
Risk Targeting
Always lower than market risk
See More
Quantitative Multi-Factor Model
An empirically proven quantitative approach
See More
Customized Factors
A unique universe requires unique factors
See More
Dynamic Factors
Different market regimes favor different factors
See More
Constraints
Customized constraints can add alpha and reduce risk
See More
Turnover Management
Properly deploying turnover at opportune times adds value
See More
Process Diversification
Blending multiple risk models reduces risk
See More
Fundamental Analysis
Focused company specific research can identify hidden risks
See More
Constant Monitoring
Companies may be sold for many different reasons
See More
Persistent Research
Research must be ongoing to stay ahead of the field
See More
Legal Disclosures Contact © 2023 Summit Global Investments LLC