Summit Private Investments

FIRM HISTORY
DEFINING ATTRIBUTES
MANAGEMENT TEAM

Defining Attributes

Principals are significantly invested in SPI's funds and have no conflicts with maximizing risk-adjusted returns

Expertise: Demonstrated expertise in asset allocation, manager selection (traditional and alternative strategies) and portfolio monitoring, dating to our origin in 1980 as a pension investment consulting firm.

Monitoring: Screening, evaluation and monitoring of investment managers is performed directly by the firm's senior principals.

Approach: Management of fund-of-hedge-funds based on consistent philosophy and process for over 20 years.

Alignment of Interests: Senior principals are all significantly invested in SPI's funds and have no conflicts with the objective of maximizing the funds' risk-adjusted returns.

Consistency: Dedication to the principles and the processes that have enabled the firm to maintain a history of consistently strong performance and modest volatility.

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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