Summit Private Investments

CORE STRATEGY
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Core Strategy

SPI's Core Strategy originated with the inception of the firm's first fund-of-funds in January, 1991. The objective of our Core Strategy is to achieve returns competitive with the equity market over the medium to long term with significantly less volatility. Our Core Strategy invests in a diversified group of managers and strategies, emphasizing areas where market inefficiencies exist.

We want our clients and prospective clients to be educated about our investment offerings. To this end, we offer historical performance, analysis and commentary to aid in your investment decisions. We are required by the U.S. Securities and Exchange Commission to limit access to this information to existing and prospective clients of SPI who are accredited investors and qualified purchasers, or who generally are sophisticated in financial matters such that they are capable of evaluating the merits and risks of prospective investments.

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DISCLAIMER: The information on this web site is not an offer to sell or solicitation of an offer to purchase an interest in any investment fund or for the provision of any investment management or advisory services. Any such offer or solicitation will be made only by means of a confidential private offering memorandum relating to a particular fund or investment management contract and only in those jurisdictions where permitted by law.

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