In-Depth Fundamental Research

Summit Investment Group likes to pursue companies with promising
technologies and products, as well as disruptive business models. We conduct rigorous fundamental research on each potential investment by studying the company’s competitive advantages, industry trends, management team and valuations. We like to meet the management team, conduct site visits and plant tours as part of research efforts and due diligences.

---

Concentrated Portfolios

Summit Investment Group focuses primarily on growing Small to Mid
market cap companies without overly diversifications. We focus on
Life Sciences, including Drug Discovery, Diagnostic and Medical
Device, and Information Technology industries.

---

Risk Management

Capital protection is our primary focus. We look specifically for companies with limited downside risk, given their valuation and company fundamentals. We also monitor investments continually and maintain our discipline of "scaling" in and out of positions as they approach our price target.