Summit Global Investments

03/04/2026

For over a decade, the conversation around international investing was often one of "why bother?"

As the S&P 500—fueled by a handful of tech titans—consistently outperformed the rest of the world, home-country bias became a winning strategy.

But as we move through 2026, the data suggests that the "US exceptionalism" trade is maturing, and the risks
of ignoring the other 75% of the global economy have never been higher. For financial advisors, the argument
for international diversification is no longer just about theory; it’s about navigating a significant structural shift
in the markets.

In our latest paper, Beyond the S&P 500: The Great Valuation Divide, Aash Shah, SGI Head of Investments, examines:
• The valuation gap between U.S. and international markets
• Dividend yield differentials
• Currency diversification benefits
• Regional catalysts in Europe, Japan, and emerging markets

https://bit.ly/4raJRYg

03/02/2026

𝗧𝗵𝗲 𝗘𝘅𝘁𝗿𝗮𝗼𝗿𝗱𝗶𝗻𝗮𝗿𝘆 𝗔𝘄𝗮𝗶𝘁𝘀.

At Summit Global, growth isn’t just expected — it’s celebrated.

This year, our advisors have the opportunity to earn something truly extraordinary: an immersive journey to the Galápagos Islands, one of the most remote and breathtaking places on Earth.

Private cruise ship charter.
World-class dining.
Daily exploration through one of the most unique ecosystems on the planet.

But this experience represents something deeper than a destination.

It reflects the culture we’re building at Summit Global — a firm where advisors who commit to growth are 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗲𝗱, 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲𝗱, 𝗮𝗻𝗱 𝗿𝗲𝘄𝗮𝗿𝗱𝗲𝗱 in meaningful ways.

We believe great advisors thrive when they have:
• the right platform
• the right partners
• and a culture that celebrates success

The Galápagos is simply a symbol of that philosophy.

For advisors who are thinking about what the next chapter of their career could look like…

𝗧𝗵𝗲 𝗲𝘅𝘁𝗿𝗮𝗼𝗿𝗱𝗶𝗻𝗮𝗿𝘆 𝗺𝗮𝘆 𝗯𝗲 𝗰𝗹𝗼𝘀𝗲𝗿 𝘁𝗵𝗮𝗻 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸.

𝗠𝗼𝗿𝗲 𝗼𝗳 𝘁𝗵𝗲 𝘀𝘁𝗼𝗿𝘆 𝗮𝘁: www.sgipw.com

02/26/2026

The ETF structure incorporates a creation and redemption mechanism that can support liquidity and pricing efficiency.

While often associated with cost advantages, structural features are a key component of how ETFs function within portfolio construction.
https://sgiam.com/API/0.9/files/13908?file

02/24/2026

Municipal bonds are re-emerging as a compelling area of focus—particularly for those seeking tax efficiency, income stability, and risk-aware portfolio construction.

With yields near 10-year highs and a yield curve that is notably steeper than the U.S. Treasury curve, the environment for income stability and risk-aware construction has shifted significantly.

At Summit Global Investments, municipal bonds are evaluated and incorporated through the lens of our Managed Risk Approach, focusing on :

- High credit quality (AA-rated or higher).
- Essential-service revenue and general obligation bonds.
- Tight trading spreads through our network of 300+ dealers to preserve investor yield.

Steve Farrell, SGI's Head of Family Office & Director of Fixed Income breaks it down. Read the full piece: https://sgiam.com/API/0.9/files/13912?file

02/18/2026

Quantitative investing is a systematic, data-driven, and rule-based method that seeks to remove emotional bias from the decision-making process.

Aash Shah, Head of Investments, explains the differences between quantitative and fundamental investing, why they matter, and what role they play in the investment process at SGI.
https://sgiam.com/API/0.9/files/12247?file

02/16/2026

Real investing isn’t about chasing trends. It’s about understanding risk, staying disciplined, and building portfolios that can adapt as markets change.

At Summit Global we combine quantitative insights with real-world market judgment to help investors pursue results with greater confidence.

Real investing isn't about chasing trends, it's about discipline and preparation. At Summit Global, our goal is to help investors manage the ride while achi...

02/13/2026

Volatile markets can tempt investors to react quickly, but long-term success often comes from consistency. CEO Dave Harden discusses why staying invested, remaining disciplined, and avoiding emotional decision-making can help keep portfolios on track.https://sgifiles.s3.us-west-2.amazonaws.com/pdfs/12215.pdf

02/10/2026

Markets aren’t short on headlines — but navigating them takes more than reacting in real time.

A managed-risk approach focuses not just on returns, but on helping investors stay invested and manage the ride through changing market conditions.

https://youtu.be/d8bGpfX1dwM?si=WOaDErZzm0GmLP_z

02/05/2026

Advisors are being asked to do more than ever: deliver differentiated outcomes, manage volatility, and create value for clients across a wide range of account sizes.

Today, Summit Global is launching our new Enhanced Model Portfolios — ETF-driven strategies that incorporate option-income to help enhance portfolio returns while maintaining a disciplined, index-focused approach.

These models are built for investors who are comfortable with added complexity in pursuit of more dynamic risk-managed outcomes.

For more of the story: https://bit.ly/4qkpHKK

01/28/2026

Zero Days to Expiration (0DTE) options are option contracts that expire the same day they’re traded. Because they have such a short lifespan, their prices are highly sensitive to market moves and time decay, which makes them a unique tool for expressing short-term market views or adjusting exposure around specific market events.

Why does that matter? In the right hands, 0DTE options can offer a more precise way to respond to near-term market conditions, manage certain risks, or seek incremental return opportunities. Their liquidity and short duration can make them attractive for tactical positioning, especially in volatile or fast-moving markets.

Learn more about how Summit Global uses tactical options strategies within a broader, risk-aware investment approach in our latest paper, Zero Days to Expiration Options: What They Are and How They Work.https://sgifiles.s3.us-west-2.amazonaws.com/pdfs/13215.pdf

01/15/2026

Trading isn’t luck; it’s disciplined decision-making. Robin Kaukonen, Senior Portfolio & Trading Manager, shares how thoughtful ex*****on helps drive better outcomes for clients.
https://bit.ly/4sIOESw

12/31/2025

A new year, full of possibility ✨

Wishing you a New Year filled with optimism, opportunity, and a little extra sparkle. From all of us at Summit Global, Happy New Year and best wishes for a wonderful year ahead.