Institutional Investors

Institutional investors demand the very best from their investment managers. Summit Global Investments' Dave Harden has over 6 years of experience managing significant low volatility equity portfolios for institutions and over 21 years in working with leading U.S. investment firms. The partners of SGI total over 40 years of experience in the investment management industry.  

Market volatility and liquidity shock waves have institutions and their investment consultants seeking greater transparency and liquidity options while managing risk within an asset class not just across asset classes. SGI specializes in managing risk through long only low volatility equity investing.

U.S. low volatility equity investing is known by a variety of names: active-risk management, managed-volatility strategies, controlled volatility, minimum-variance portfolios or a minimum-volatility approach. Institutional investors in the U.S. are constantly increasing their due diligence efforts to better understand and find experts in this area.  Allocation size and new mandates into these investment strategies are rising quickly as investment consultants are conducting more and larger searches to place funds for their clients into low volatility equity strategies. Investment managers are quickly attempting to jump into the space. Dave Harden, CEO of Summit Global Investments has actively researched, constructed and managed low volatility equity portfolios since 2006. Very few investment managers or firms are able to say they’ve spent as much time researching, testing, constructing and actively managing low volatility equity funds in the U.S. or globally as Dave Harden.

As a component of Institutions equity allocation, SGI's optimized low volatility management approach delivers superior risk adjusted returns that complement:

  • Higher beta strategies
  • Hedge funds and other alternative strategies
  • Traditional growth and value fundamental managers
  • Risk budgeting
  • Liability-driven investing – LDI

Contact us for more detailed information on our unique approach to low volatility investing. Our goal is to “Reduce Risk and Retain Returns.”

Please call us or click here to contact our institutional investor team to arrange a time to meet.



Call us at

As experts in the Low Volatility space, we offer a unique approach with our Low Volatility US equity strategy. Our focus starts and ends with managing risk. This systematic approach to investing in lower risk, lower volatility stocks gives us the opportunity to build portfolios that perform better, protect better, provide more diversification, and give investors a smoother ride.

Give us a call to discuss how we can help you to
Reduce Risk and Retain Returns.™