Author Archives: SGI

Market Downturn Likely…

Dave Harden, President/CIO of Summit Global Investments, shares his insight regarding what he sees as a market correction coming within the next 6-12 months and why investors shouldn’t be complacent in their investing. The article was written by Karen McMasters … Continue reading

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SGI’s ‘View from the Summit’ 2017Q2 Market Commentary

CLICK HERE for SGI’s Q2 2017 market commentary, covering the markets, the economy, volatility matters, interest rates, consumer sentiment, valuations, sectors, factors and wrapping up with SGI’s outlook for the second half of 2017.    

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9 Signs for Selling a Stock

Aash Shah, senior portfolio manager for Summit Global Investments discusses nine signs that indicate it might be time to sell a stock. If you’re considering a review of your investment portfolio, you should know the signs for whether you should … Continue reading

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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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