Capital Markets & Risk Management

Risk analysis is an area of emphasis for Summit. Summit believes every asset class has a specific role in the portfolio. Capitalizing on this belief, we incorporate virtually all asset classes in these evaluations. Understanding their unique composition and how they relate to other assets is critical to risk-efficient portfolio construction. 

This understanding of underlying risk factors allows us to have stronger views on the relative valuation and contribution each asset makes to the portfolio. Our first question is always, “What happens if we’re wrong?”