Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
⚖ What's the current risk profile of the stocks in my watchlist? (Yes, you can ask that.)
Chat with WarrenAI
Sgi U.s. Large Cap Equity Fund Class I (SILVX)
Add to/Remove from a Portfolio
Add to Watchlist
17.85
+0.13
+0.73%
06/06 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 208.6M
Summit GI US Low Volatility Equity I
17.85
+0.13
+0.73%
- General
- Chart
- News & Analysis
- Technical
- Forum
- Overview
- Profile
- Historical Data
- Holdings
SILVX Overview
On this page you'll find an in-depth profile of Sgi U.s. Large Cap Equity Fund Class I. Learn about the key management, total assets, investment strategy and contact information of SILVX among other information.
Contact Information
Address
620 South Main St.
Bountiful,UT 84010
United States
Bountiful,UT 84010
United States
Phone
888-251-4847
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Aash Shah | Vice President | 2018 | Now |
| Biography | Aash M. Shah, Portfolio Manager, who has been responsible for Invesco V.I. Capital Appreciation Fund since 2020 and has been associated with Invesco and/or its affiliates since 2019. From 2006 to 2019, Mr. Shah was associated with OppenheimerFunds, a global asset management firm. He earned an MBA in Finance & Accounting from Carnegie Mellon University and BS Engineering from the University of Pittsburgh. He is also a CFA charter holder. | ||
| David Harden | President | 2012 | Now |
| Biography | Dave earned a BA from Boston College and an MSCS from Boston University. Over the past 21+ years in investments, Dave has proven his ability as a portfolio manager and equity strategist. Prior to establishing Summit Global Investments, Dave worked with Fidelity Investments, Evergreen Investments, and Ensign Peak Advisors, where he was responsible for developing and implementing numerous portfolio strategies. For the past eight years, Dave has focused on managing institutional assets in the low volatility equity space and continues to do so with Summit Global Investments. As Chief Investment Officer, Dave oversees the investment processes and leads the overall investment decisions, including portfolio design, construction, implementation and management. In addition, Dave is directly responsible for SGI's innovative low volatility, managed risk approach to investing. As a leader in the low volatility field, he has developed unique quantitative technologies., tactics and models designed specifically for managing risk while maximizing returns. Dave is one of only a handful of active portfolio managers in the world that has researched, constructed, implemented and actively managed significant assets in the low volatility equity space. With the ever-increasing attention givento low volatility investing, Dave's techniques and strategies continue to provide new insight to professional asset management. Throughout Dave's career, he has established himself as an expert in investment technology and quantitative research. In his spare time, Dave enjoys spending time with his family and supporting the local wrestling community. | ||
| Matt Hanna | Portfolio Manager | 2018 | 2021 |
| Biography | Mr. Hanna joined Summit Global Investments, LLC in 2017 as a Portfolio Manager. At the firm, Mr. Hanna focuses on all aspects of the investment process with a primary focus on quantitative investment management. Some of Mr. Hanna’s key responsibilities are factor research, optimization methodologies, asset allocation, and portfolio risk management. Mr. Hanna was previously employed at Raymond James for over 10 years in the Asset Management Services. Mr. Hanna’s role as an officer involved leading research on asset allocation, risk management, and global market analysis on over $35 billion. Mr. Hanna earned his Master of Science in Finance from the University of Tampa. He is a CFA Charterholder, Certified FRM, and CAIA Charterholder. | ||
| Rick C. Jaster | Senior Portfolio Manager | 2013 | 2016 |
| Biography | Rick C. Jaster is a founding partner and Chief Investment Officer of both QBI Financial, LLC (“QBI”) and Asset Growth Partners, LLC (“AGP”). With over 20 years of investment experience, Rick oversees QBI’s investment process and investment team. Rick is a member of the AGP and QBI Executive Committees and QBI Investment Committee. He continues to actively manage QBI portfolios and direct the research activities used to enhance QBI’s investment approach. Rick has led the investment process since the founding of QBI’s investment philosophy, Quality Beta at a Reasonable Price (QBARP), in 2012. Rick is also responsible for the QBI solutions business, iSteps Financial. Earlier in his career, Rick served as a portfolio manager for Ensign Peak Advisors, an endowment. Rick’s background includes risk parity analysis and portfolio construction, as well as managing equity portfolios across the capitalization spectrum emphasizing active global low volatility equity strategies. Rick is a proponent of socially responsible investing, which is reflected in QBI’s “Socially Responsible Quality Beta at a Reasonable Price” screens that exclude the equities of businesses in the alcohol, tobacco, gaming and pornography industries from certain of QBI’s investment strategies. Professional Certification: Chartered Financial Analyst (CFA®), CFA Institute Education: Master of Business Administration, The Marriott School of Management at Brigham Young University Bachelor of Science, Brigham Young University | ||
Write your thoughts about Sgi U.s. Large Cap Equity Fund Class I
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review