SUMMIT ASSET Overview

Summit Asset Management Llc is an investment advisor that manages 496 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 163MM in positions, representing 33% of the manager's regulatory AUM.

SUMMIT ASSET StockAlpha

-1.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SUMMIT ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHD 11.44% ETF 4.07% -0.03% 1 3%
SCHG 6.91% ETF 2.33% -0.17% 1 2%
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FEATURED IN
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SUMMIT ASSET Founders and Key Employees

Name Title In Position Since
Lance W. Hollingsworth Senior Vice President, Trading And Operations March-2004
Samuel A. Thompson Chairman/Treasurer/Chief Compliance Officer June-2012
John N. Laughlin Senior Vice President June-2012
Peggy K. Adler Chief Administrative Officer January-2012

SUMMIT ASSET Brokers, Custodians, Auditors and Administrators

Type Company

SUMMIT ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies
Summit manages investments using an asset allocation method based on clientǦinfluenced factors such as risk toleranceǡ time horiœon and financial goalsǤ The most common asset classes are cashǡ bonds and equitiesǤ Access to these asset classes is generally gained through mutual funds or exchange traded fundsǤ Where appropriateǡ Summit may also use alternative investmentsǤ

Each client strategy includes a target mix of asset classesǤ When market performance causes investments to significantly depart from those targetsǡ Summit rebalances at its discretionǤ Summit does not engage in market timingǤ Howeverǡ at the asset class level and more commonly within the funds that comprise each asset classǡ Summit may tactically adŒust the mix of funds to emphasiœe areas Summit thinks will outperform andȀor minimiœe areas Summit believes may under...
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SUMMIT ASSET Portfolio Concentration

SUMMIT ASSET Location

5100 WHEELIS DRIVE
SUITE 107
MEMPHIS, Tennessee
UNITED STATES, 38117

SUMMIT ASSET Contact Information

Phone Number: 901-729-8100
Fax Number: 901-729-8101
Website:

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