Category Archives: SGI Articles

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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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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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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