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.
SILVX,LVOLX,SGICX,SCLVX,SMLVX,LVSMX: Prior day closing prices.
Dow Jones, S&P 500, Russell 2000: 15-min delay.
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