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BOUNTIFUL, Utah, June 26, 2025 /PRNewswire/ — Summit Global Investments (SGI) announced today that its Global Equity Fund (SGLIX) has been named to IBD’s Best International Stock Mutual Funds list for 2025. This recognition highlights SGLIX’s strong performance and disciplined approach to global investing.

Investor Business Daily's Best Mutual Funds of 2025
Investor Business Daily’s Best Mutual Funds of 2025

SGLIX is an actively managed fund that seeks long-term capital appreciation by investing in a diversified portfolio consisting primarily of equity securities, with a significant portion in non-U.S. companies.

The Global Equity Fund utilizes a quantitative multi-factor approach to identify companies they believe have the potential to outperform, which are then subjected to a rigorous screening process designed to eliminate stocks with weak prospects or heightened idiosyncratic risk.

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“In today’s interconnected markets, we believe investors are eager to find exposure to international companies to increase their diversification and potential growth opportunities, but not at the expense of disciplined risk management,” said David Harden, CEO Summit Global Investments. “We utilize our proprietary Managed Risk Approach, which aims to minimize surprises through its critical focus on managing risks. This helps to produce a diversified portfolio with lower standard deviation than the benchmark over full market cycles.”

Managers of the fund, each with over 30 years in the investment industry, have deep expertise in equity risk management, tactical positioning, and rigorous research. These strengths underscore Summit Global Investments’ reputation for disciplined risk management, and the firm is proud to see their fund recognized among IBD’s Best Funds of 2025.

For more information: www.sgiam.com

About Summit Global Investments
Headquartered in Bountiful, Utah, SGI adheres to a disciplined, managed-risk, multi-factor investment process designed to find attractive investment opportunities. The firm manages multiple investment strategies for its clients. Over full market cycles, their strategies are designed to limit downside risks and allow for participation in market rallies. SGI’s mission is clear – to help investors win. They care about return and deeply care about the risk associated with such returns. Ever mindful of the impact on their clients’ assets, the combination of risk, return, and impact is at the center of their Managed Risk Approach.

SGI’s investment process has evolved over decades of research and continuous revisions to understand and exploit what reduces risks and drives market returns.



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