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INTRODUCING

Why Settle for just One Side of the Opportunity?

Long-Only Return Generation

Conventional long-only funds can make money when stock prices go up.

Non-Linear Market Behavior

Return generation within markets is inherently non-linear and characterized by periodic dislocations.

Stock-Specific Declines

Every year, multiple stocks fall in value due to overvaluation, sector headwinds etc.

Negative Returns in Positive Markets

Even within positive market environments, a notable proportion of stocks have delivered negative returns despite broader index gains.

Market Inefficiencies Create Opportunities

These inefficiencies create a compelling opportunity for strategies that can actively capture both directional upside and tactical downside opportunities.

Long and Short Positioning

Directional upside can be captured through long positions, while tactical downside opportunities can be captured through short positions via derivatives.

Benefits for Investors

Summit SIF offers comprehensive advantages designed to enhance your investment experience and outcomes

Directional

Investment Strategies are constructed to benefit from both rising and declining markets through long allocations and and tactical short positions

Reduced Market Sensitivity

The ability to manage gross and net exposures empowers the fund to moderate volatility and enhance portfolio resilience across cycles.

Active Management

Portfolio decisions are driven by research and market conditions rather than benchmark replication.

Risk-Adjusted Return Orientation

Derivative overlays aim to improve the efficiency of returns over the long term.