Author Archives: SGI

SGI’s ‘View from the Summit’ Q12017 Market Commentary

CLICK HERE for the SGI’s quarterly market commentary ‘View from the Summit’ covering Q1 2017.

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5 Ratios Investors Need to Know

Aash Shah, Senior Portfolio Manager with SGI, sits down with Jeff Brown of U.S. News & World Report for a discussion on the types of investment ratios investors should consider when researching investment opportunities. Click the link below for the … Continue reading

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Maximize Your Upside While Limiting Your Downside

Summit Global Investments President & CIO Dave Harden sits down for an interview with Wallace Forbes at Forbes.com. Dave discusses why risk management is an important element in a portfolio and what sets Summit Global Investments (SGI) apart with a … Continue reading

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Dave Harden Interview from Moneylifeshow.com – 9.15.16

On September 15, 2016, Dave Harden (President & CIO) of Summit Global Investments sat down for an interview with Chuck Jaffe from Moneylifeshow.com. Click here to view the Moneylifeshow.com site and here for the audio file of the interview.

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Bryce Sutton Article for FA-Mag.com – Millennial Money

Bryce Sutton, Summit Global Investments Managing Director, shares keen insight in his article with FA-mag.com on the investing styles of the millennial generation. He shares tips on how millennials can become more knowledgable about the stock market, how low volatility … Continue reading

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Bloomberg Interview – Taking Stock with David Harden, CEO of Summit Global Investments

The link below is an 8-minute mp3 audio file of David Harden’s interview with Pimm Fox and Kathleen Hays of Bloomberg’s Taking Stock podcast on 8/16/2016. David discusses SGI’s low volatility strategy and how it works within various market environments. … Continue reading

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Will 2016 Be a Recession Year?

Wall Street kicked off the New Year with the worst start since 2008 with the Dow Jones Industrial Average plummeting more than 450 points at one point on opening day, Jan. 4. By the end of the week, the Dow … Continue reading

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Markowitz’s Modern Portfolio Theory: What Investors Get Wrong

In its simplest interpretation, Harry Markowitz’s modern portfolio theory demonstrates that greater risk is positively correlated with return and thus greater risk provides investors with a greater return. Yet numerous research papers, including research by S&P Dow Jones Indices, show that … Continue reading

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2016 – The Year of Unknown Risks

As we prepare to ring in the New Year, 2016 is positioned to be a year of unknown risks, both economically and politically. Recently global terror has dominated the news cycle, with the attacks in Paris sparking some of the strongest … Continue reading

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Market Update – May 2012

For May stocks fell in a straight trajectory and the VIX, a measure of volatility, increased over 40% to end the month at 24.06.  The first half of the month was driven by concerns over Europe.  But towards the end … Continue reading

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