Summit Global Investments was founded in 2010 by partners Dave Harden and Bryce Sutton. Dave and Bryce have known each other for over 20 years. Experience, leadership, commitment, passion, and above all, high moral character, are values which continue to guide our company.
David Harden – President and Chief Investment Officer. Dave is a graduate of Boston College, B.A., and Boston University, M.S.C.S. Throughout his career, Dave has established himself as an expert in investment technology and quantitative research. Over the past 21 years in the investment management field, Dave has proven his ability as a portfolio manager and equity strategist. He has worked with Fidelity Investments, Evergreen Investments and Ensign Peak Advisors, where he was responsible for developing and implementing numerous portfolio strategies. For the past 8 years, Dave has focused on managing institutional assets in low volatility, and he continues to do so at SGI. Dave is one of only a handful of active portfolio managers in the world that has researched, constructed, implemented, and actively managed significant assets in the low volatility equity space. Dave and his family spend their free time mountain biking and enjoying the outdoors.
Bryce Sutton – Chief Compliance Officer/Managing Partner. Bryce is a graduate of Brigham Young University, B.A. Bryce has been an executive in the financial services industry for over 20 years, having worked for leading global firms such as Morgan Stanley, Bank of New York and most recently Kotak, India’s premier investment banking and asset management firm. With an emphasis in institutional relationships during his career, Bryce maintains extensive relationships in the institutional investor community. In addition, Bryce has successfully helped launch new products for investors, both domestically and internationally. Bryce and his family are very active in sports and enjoy spending time together, particularly on the basketball court and golf course. He coaches a number of his children’s sports teams.
Rick Jaster – Portfolio Manager. Rick is a graduate of Brigham Young University, BS cum laude and MBA. Upon graduation, he joined Ensign Peak Advisors. Rick started as a financial services industry analyst and later became a portfolio manager of U.S. macro-cap stocks. Later he joined the asset allocation team and helped implement a risk parity portfolio, effectively reducing the equity risk found in traditional balanced portfolios. He traded futures, bonds, swaps, ETFs, and ADRs to achieve desired exposures at the lowest possible cost. He also successfully designed and managed a portfolio of active global low volatility stocks, providing an alternative to the over-priced stocks found in many passive global low volatility strategies. Rick joined SGI in July 2013, where he draws upon his 20+ years of investment experience to manage low volatility portfolios. While at BYU, Rick became an All-American in the 3000 meter steeplechase, and still enjoys running, the great outdoors, and spending time with his family.
The performance data shown is provided via Yahoo Finance, an unaffiliated third-party provider. SGI is not responsible for the accuracy of data provided by Yahoo Finance.
SGI Large Cap Mutual Fund: (SILVX) I-Share, (LVOLX) A-Share, (SGICX) C-Share
SGI Small Cap Mutual Fund: (SCLVX) I-Share, (SMLVX) C-Share, (LVSMX) Retail Share