- The analysis of fundamentals provides the cornerstone for evaluating businesses and placing a value on their common stocks. Including both value and growth stocks as well as small, mid and large cap issues as potential investments, reduces the out-of-favor asset class risk inherent with single focused investment strategies. Summit’s investment strategies have provided above-benchmark returns across all market capitalizations.
- Quantitative investment programs can eliminate emotion and prejudice from the decision process, two elements that limit the effectiveness of otherwise sound investment strategies.
- The advent of Reg. FD, a trading range environment and the near instant and widespread availability of information from the Internet presents an environment conducive to actively managed quantitative investment strategies.
- Cycles will be shorter and the rapid market shifts between economic sectors experienced over the past few years are likely to continue for the foreseeable future. Summit has achieved excess returns from both stock selection and sector allocations.
Portfolio Returns vs. Benchmarks Thru 9/30/07 |
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