It would hardly be a surprise that the Summit Short-Term Government Fund invests the
majority of its assets in government and agency bonds. Targeted for risk-averse investors who seek stable income, the fund eliminates the credit risk from the portfolio and manages the interest rate risk with different strategies. In addition,
Any bond is a potential candidate for the Summit High Yield Bond Fund, as long as it meets the selection criteria for the right price, asset coverage, free cash flow, and economics. The strategies employed by the high yield team include investing in upgrade candidates, special situations, or pure yield
At Summit Investment Partners, the Everest portfolio team finds value in large cap, primarily domestic, stocks. Contrary to popular belief, the market at times is inefficient in pricing large cap stocks. This is the kind of opportunity which the fund seeks to profit from. The portfolio manager James McGlynn keeps
