#United States #Global Equity Fund #Summit Global Investments #Bountiful #SGLIX

SGI's Global Equity Fund Named Best International Fund

Summit Global Investments (SGI) proudly announces that its Global Equity Fund, identified by the ticker SGLIX, has been recognized in the prestigious Investor's Business Daily’s (IBD) Best International Stock Mutual Funds list for the year 2025. This acknowledgment underscores not just the robust performance of SGLIX but also SGI's commitment to a disciplined approach to global investments.

The Global Equity Fund is actively managed and aims for long-term capital appreciation. It primarily invests in a diversified portfolio focused on equity securities, largely comprising non-U.S. companies. The fund utilizes a quantitative multi-factor strategy to pinpoint companies that show potential for superior performance. Once potential candidates are identified, they undergo a rigorous vetting process designed to eliminate stocks with weaker prospects or increased risks.

David Harden, CEO of Summit Global Investments, commented on the recognition, stating, "In today’s interconnected markets, investors are increasingly seeking exposure to international markets to enhance diversification and growth opportunities without compromising disciplined risk management." He further elaborates on SGI’s Managed Risk Approach™, designed to minimize unforeseen events by maintaining a strong focus on risk management. This methodology facilitates the development of a diversified portfolio that aims to exhibit lower price volatility compared to the market benchmark over complete market cycles.

The team managing the Global Equity Fund consists of experienced professionals, each boasting over 30 years in the investment industry. Their expertise covers various areas, including equity risk management, tactical positioning, and in-depth research. This specialized experience contributes to SGI’s strong reputation for disciplined risk management, making the recent accolade from IBD a point of pride for the firm.

Summit Global Investments, with its headquarters in Bountiful, Utah, is dedicated to a managed-risk investment strategy that seeks attractive opportunities while controlling for downside risk. SGI’s philosophy is clear: to help investors succeed. The company emphasizes the importance of returns while being acutely aware of the associated risks. Their Managed Risk Approach™ revolves around balancing risk, return, and overall impact on client assets, leading to consistently positive outcomes.

Over the years, SGI has honed its investment strategies through exhaustive research and adjustments aimed at understanding what minimizes risks and drives favorable market returns. As a testament to their efforts, the Global Equity Fund's inclusion on IBD's Best Mutual Funds list is based solely on performance roots and does not involve any financial consideration for being listed. The criteria for selection reflect a careful and stringent evaluation of performance metrics relative to peers in the same category.

While the accolades reflect SGI's prowess, the firm remains transparent about the inherent risks involved in investing. Potential investors are reminded to review the Fund’s investment objectives, risks, charges, and expenses listed in the Prospectus, which is available upon request. SGI maintains a firm commitment to guiding its clients through the investment landscape with a focus on sustainability and disciplined risk management.

In conclusion, SGI’s Global Equity Fund not only showcases impressive performance metrics but also embodies the principles of disciplined investment and careful risk management that are critical in today’s volatile markets. This recent accolade from Investor’s Business Daily serves as an affirmation of SGI's efforts in providing investors with opportunities for growth on a global scale.