SUMMIT GLOBAL INVESTMENTS, LLC other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm
- An investment adviser (or subadviser) to an investment company


Number of Employees:

32 52.38%

of those in investment advisory functions:

15 25.00%


Registration:

SEC, Approved, 5/10/2012

AUM:

2,028,895,819 32.03%

of that, discretionary:

1,938,631,467 26.15%

GAV:

2,919,920 11.58%

Avg Account Size:

332,062 -19.83%

% High Net Worth:

3.00% 4.84%


SMA’s:

YES

Private Funds:

1

Contact Info

888 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 753M 502M 251M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Summit Global Investments Buys 2, Sells 3 in 2nd Quarter
08/23/2022

Related Stocks: AGG, VOO, TGT, BIL, FDX,

gurufocus.com

Summit Global Investments Buys iShares Core U.S. ...
11/08/2021

Related Stocks: TGT, CTAS, AAPL, AMD, REGN, PGR, AGG, ISTB, QQQ, MTUM, HUM, IEFA, FFIV, CHE, LOGI, ISRG, VRTX, TDOC,

gurufocus.com

President Biden, ask your FDA leadership to visit a lettuce farm!
04/05/2021

Lettuce farmers fund millions of dollars in research to better understand food safety on the farm through the Center for Produce Safety. Bill Marler and many FDA officials know this. They’ve ...

thepacker.com

Viaan Industries Ltd Management Discussions.
04/05/2021

Global growth remains subdued. Since the April World Economic Outlook (WEO) report, the United States further increased tariffs on certain Chinese imports and China retaliated by raising tariffs ...

indiainfoline.com

Global equities surge on factory data, stimulus hopes
04/02/2021

Reaching the 4,000 mark could be an inflection point that renews investor confidence that the bull cycle in stocks is not over, said Matt Hanna, portfolio manager at Summit Global Investments in Salt Lake City. "We're definitely seeing major speculation in ...

news.yahoo.com

Wall Street Weekahead: High-flying market to take cues from infrastructure plans, upcoming earnings
04/02/2021

"We've been seeing the volatility over the past few months," said Matt Hanna, portfolio manager at Summit Global Investments. "There's always a doubt that perhaps the rug can get pulled out, but now that we're hitting 4,000 I'm sure that renews confidence ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $2,919,920

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Private Funds



Employees




Top Holdings

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464287226 ISHARES TR $46,589 3.00% -27.00% -26.00%
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02079K305 ALPHABET INC $20,668 2.00% -31.00% -36.00%
23331A109 D R HORTON INC $15,096 1.00% -3.00% -11.00%
494368103 KIMBERLY-CLARK CORP $8,170 1.00% -63.00% -65.00%