Summit Global Investments to Ring the New York Stock Exchange Closing Bell
Summit Global Investments (SGI) is celebrating the SGI U.S. Large Cap Core ETF (SGLC) reaching $90 million in assets under management. To mark this milestone, SGI will ring the closing bell at the New York Stock Exchange today. SGLC is an actively managed, semi-transparent ETF that doesn't share daily trades and portfolio decisions, aiming to protect its strategy and shareholders.
The ETF seeks stocks with attractive qualitative and quantitative factors for long-term capital appreciation, guided by SGI's proprietary Managed Risk Approach™. This approach involves continuous review of idiosyncratic risks associated with each stock. Dave Harden, President and CEO of SGI, believes SGLC can provide market exposure with potential downside risk management when used as a core holding in an overall investment strategy.
Summit Global Investments (SGI) celebra il raggiungimento da parte dell'SGI U.S. Large Cap Core ETF (SGLC) di 90 milioni di dollari in attivi gestiti. Per festeggiare questo traguardo, SGI suonerà la campana di chiusura alla Borsa di New York oggi. SGLC è un ETF gestito attivamente e semi-trasparente che non condivide le operazioni quotidiane e le decisioni di portafoglio, con l'obiettivo di proteggere la sua strategia e i suoi azionisti.
L'ETF cerca azioni con fattori qualitativi e quantitativi attraenti per un'apprezzamento del capitale a lungo termine, guidato dall'appropriata Managed Risk Approach™ di SGI. Questo approccio prevede una revisione continua dei rischi idiosincratici associati a ciascuna azione. Dave Harden, Presidente e CEO di SGI, crede che SGLC possa fornire esposizione al mercato con potenziale gestione del rischio al ribasso se utilizzato come una partecipazione fondamentale in una strategia d'investimento complessiva.
Summit Global Investments (SGI) está celebrando que el SGI U.S. Large Cap Core ETF (SGLC) ha alcanzado $90 millones en activos bajo gestión. Para conmemorar este hito, SGI tocará la campana de cierre en la Bolsa de Nueva York hoy. SGLC es un ETF gestionado activamente y semi-transparente que no comparte las operaciones diarias y las decisiones de cartera, con el objetivo de proteger su estrategia y a sus accionistas.
El ETF busca acciones con factores cualitativos y cuantitativos atractivos para la apreciación del capital a largo plazo, guiado por el exclusivo Managed Risk Approach™ de SGI. Este enfoque implica una revisión continua de los riesgos idiosincráticos asociados a cada acción. Dave Harden, Presidente y CEO de SGI, cree que SGLC puede proporcionar exposición al mercado con una potencial gestión del riesgo a la baja cuando se utiliza como una participación central en una estrategia de inversión general.
서미트 글로벌 인베스트먼트(SGI)는 SGI 미국 대형 주식 코어 ETF(SGLC)가 9천만 달러의 자산을 관리하게 된 것을 기념하고 있습니다. 이 이정표를 기념하기 위해 SGI는 오늘 뉴욕 증권 거래소에서 종가를 알리는 벨을 울립니다. SGLC는 능동적으로 관리되는 반투명 ETF로, 매일의 거래 및 포트폴리오 결정 사항을 공유하지 않으며 전략과 주주를 보호하는 것을 목표로 합니다.
이 ETF는 장기적인 자본 증대를 위한 매력적인 질적 및 양적 요인을 가진 주식을 찾으며, SGI의 독자적인 Managed Risk Approach™에 의해 안내됩니다. 이 접근법은 각 주식에 대한 특이적 위험을 지속적으로 검토하는 것을 포함합니다. SGI의 대통령이자 CEO인 데이브 하든은 SGLC가 전체 투자 전략에서 핵심 보유 자산으로 사용될 때 시장 노출과 함께 잠재적인 하향 위험 관리를 제공할 수 있다고 믿고 있습니다.
Summit Global Investments (SGI) célèbre que le SGI U.S. Large Cap Core ETF (SGLC) a atteint 90 millions de dollars d'actifs sous gestion. Pour marquer ce jalon, SGI sonnera la cloche de fermeture à la Bourse de New York aujourd'hui. SGLC est un ETF géré activement et semi-transparent qui ne partage pas les transactions quotidiennes et les décisions de portefeuille, visant à protéger sa stratégie et ses actionnaires.
L'ETF recherche des actions avec des facteurs qualitatifs et quantitatifs attrayants pour une appréciation du capital à long terme, guidé par l'approche exclusive Managed Risk Approach™ de SGI. Cette approche implique une révision continue des risques idiosyncratiques associés à chaque action. Dave Harden, Président et CEO de SGI, croit que SGLC peut offrir une exposition au marché tout en gérant potentiellement le risque à la baisse lorsqu'il est utilisé comme un actif central dans une stratégie d'investissement globale.
Summit Global Investments (SGI) feiert, dass der SGI U.S. Large Cap Core ETF (SGLC) 90 Millionen Dollar an verwalteten Vermögen erreicht hat. Um diesen Meilenstein zu feiern, wird SGI heute die Schlussglocke an der New Yorker Börse läuten. SGLC ist ein aktiv verwalteter, halbtransparenter ETF, der keine täglichen Trades und Portfolioentscheidungen mitteilt, um seine Strategie und Aktionäre zu schützen.
Der ETF sucht Aktien mit attraktiven qualitativen und quantitativen Faktoren für eine langfristige Kapitalwertsteigerung, geleitet von SGIs proprietärem Managed Risk Approach™. Dieser Ansatz umfasst eine kontinuierliche Überprüfung der idiosynkratischen Risiken, die mit jeder Aktie verbunden sind. Dave Harden, Präsident und CEO von SGI, glaubt, dass SGLC Marktexposure mit potenziellem Risikomanagement nach unten bieten kann, wenn er als Kernbestandteil in einer Gesamtanlagestrategie eingesetzt wird.
- SGLC ETF reached $90 million in assets under management
- Semi-transparent structure may protect the fund's strategy and shareholders
- Actively managed approach aims for long-term capital appreciation
- Proprietary Managed Risk Approach™ used for stock selection and risk management
- Semi-transparent structure may lead to higher trading costs for investors
- Less information provided to traders may result in wider bid-ask spreads
- Potential for greater price differences between ETF shares and portfolio value
- Additional risks may be amplified in uncertain market conditions
SGLC is an actively managed, semi-transparent ETF. Unlike a traditional ETF, trades and portfolio decisions are not shared daily. At SGI, we believe this safeguards our strategy while reducing the potential for other traders to engage in practices that could harm the fund and its shareholders.
This ETF is different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. This ETF will not. This may create additional risks for your investment. For example: You may have to pay more money to trade an ETF's shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less information. The price you pay to buy ETF shares on an exchange may not match the value of the ETF's portfolio. The same is true when you sell shares. These price differences may be greater for this ETF compared to other ETFs because this ETF provides less information to traders. These additional risks may be even greater in bad or uncertain market conditions. The Fund will publish on its website each day a "Proxy Portfolio" designed to help trading in shares of the ETF. While the Proxy Portfolio includes some of the ETF's holdings, it is not the ETF's actual portfolio. The differences between this ETF and other ETFs may also have advantages. By keeping certain information about an ETF portfolio secret, this ETF may face less risk that other traders can predict or copy its investment strategy. This may improve the ETF's performance. If other traders are able to copy or predict an ETF's investment strategy, however, this may hurt the ETF's performance. For additional information regarding the unique attributes and risks of this ETF, see the Prospectus.
"We are pleased to see the steady growth of this fund and its continued adoption by investors." said Dave Harden, President and CEO of Summit Global Investments. "Like all products we offer, SGLC is guided by our proprietary Managed Risk Approach™."
The SGI Large Cap Core ETF seeks stocks that SGI believes exhibit a variety of attractive qualitative and quantitative factors to achieve its objective of long-term of capital appreciation. As part of SGI's Managed Risk Approach™ SGI continually reviews idiosyncratic risks associated with each stock and may sell if we deem these risks to be elevated and or if the risk/return characteristics decline.
"When SGLC is used as a core holding in an overall investment strategy, we believe it has the potential to help investors achieve market exposure—with potential downside risk management," said Harden. "SGLC is one product in our suite of solutions to help investors achieve their goals."
About Summit Global Investments
Headquartered in
SGI's investment process has evolved over decades of research and continuous revisions to understand and exploit what reduces risk, avoids pitfalls and elevated idiosyncratic risks, and drives market returns.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (888) 251-4847 or visit our website at sgiam.com. Read the prospectus or summary prospectus carefully before investing.
Investing involves risk, including possible loss of principal. The Fund is a newly organized, diversified management investment company with no operating history. The goal of the Proxy Portfolio is, during all market conditions, to track closely the daily performance of the Actual Portfolio and minimize intra-day misalignment between the performance of the Proxy Portfolio and the performance of the Actual Portfolio. The Proxy Portfolio is designed to reflect the economic exposures and the risk characteristics of the Actual Portfolio on any given trading day. Securities traded on over the counter ("OTC") markets are not listed and traded on an organized exchange such as the New York Stock Exchange ("NYSE"). Generally, the volume of trading in an unlisted or OTC common stock is less than the volume of trading in an exchange-listed stock. As a result, the market liquidity of some stocks in which the Fund invests may not be as great as that of exchange-listed stocks and, if the Fund were to dispose of such stocks, the Fund may have to offer the shares at a discount from recent prices or sell the shares in small lots over an extended period of time. In addition, penny stocks and pink sheet stocks can be classified as OTC stocks. Securities that can be converted into common stock, such as certain securities and preferred stock, are subject to the usual risks associated with fixed income investments, such as interest rate risk and credit risk.
The SGI Dynamic Tactical ETF is distributed by Quasar Distributors, LLC
Media Contact: Hibre Teklemariam
SunStar Strategic
hteklemariam@sunstarstrategic.com
703-894-1057
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SOURCE Summit Global Investments
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