Relentless Pursuit of Alpha

SummitTX employs a multi-strategy, multi-portfolio manager, equity-oriented market neutral approach to producing absolute returns in all market environments. Across global developed markets, we dynamically allocate among four core strategies: Fundamental Equities, Equity Capital Markets, Tactical, and Quantitative.
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Our Values

Our Mission

Our mission is to provide innovative portfolio solutions that create wealth and opportunity for our investors.
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Our Vision

Our vision is to be the world’s leading provider of alpha-generating investment strategies by consistently delivering superior risk-adjusted returns across market cycles.
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Generating Alpha to Achieve Your Goals

SummitTX delivers market-neutral strategies through a multi-portfolio manager framework.

  • SummitTX generates consistent, differentiated, non-correlated returns while preserving capital
  • We employ four core strategies including but not limited to: 1) Fundamental Equity; 2) Tactical; 3) Equity Capital Markets; and 4) Quantitative.
  • Our proprietary risk framework minimizes factor/ sector risks as it delivers alpha
  • Our investors appreciate the favorable liquidity terms, greater levels of transparency, and alignment of interests SummitTX has delivered for 10 years
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Building Trusted Partnerships Starts Internally

We pride ourselves on helping teammates develop their careers. Come see if our vibrant, collaborative culture works for you.
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