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Summit Equity Management constructs and manages individual public equity portfolios designed to preserve and grow your investment capital. We invest sensibly for the long-term. We focus on minimizing the chance of permanent capital loss through the use of strict quantitative and qualitative evaluation screens that lead to selection of only the highest quality growth businesses for your portfolio, reducing investment risk.
Our approach is based on the teachings of Benjamin Graham (the father of modern security analysis) and his star student, Warren Buffett, perhaps the greatest investor of all time. We invest only in businesses we are confident possess sound financial, operational, and competitive fundamentals and that are selling at a reasonable price relative to their underlying or intrinsic value. Our investment selection system focuses on financial strength, free cash flow, return on equity, discernible competitive advantage, management effectiveness and integrity, and valuation. We rely on common sense and discipline, in healthy doses.
At Summit, we view ourselves as your partner in building wealth. We care about each of our clients, large or small, and strive to develop long lasting relationships. We provide personalized client service, including quarterly updates, Web Site access to your account, and unlimited access to the President and Chief Investment Officer – a benefit not readily available at larger investment managers.
Call us today to obtain more information and arrange a meeting.
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