Summit Global Management


Last updated 12 July 2020, by Impactyield.

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Summit Global Management is a registered investment adviser that builds portfolios one company at a time from undervalued securities identified through the rigorous analysis of fundamental, company-specific information. Summit’s proprietary “Discount to Appraised Value” methodology finds value in a water company when the market price of its securities is appreciably less than the intrinsic value of the operation as a whole, as ascertained through intensive proprietary research, advanced analytical tools, direct management communication, and an extensive network of like-minded contacts.
The management and investment activities of Summit have been conducted in San Diego, California, since 1994, while predecessor portfolio activities can be traced back for more than 30 years under the continuous executive management and supervision of John Dickerson, CEO and CIO of Summit.

Incorporation year: 1999

Headquarters location:

Currency for fund / product figures:

Total firm assets under management: n.a.

Membership and other professional affiliations:

Years top investment professionals have worked together: 5


Funds managed by this asset manager

Related people

John Dickerson

Chief Executive Officer

John T. McIntyre II

Chief Financial Officer

Rob Steiner

Business Development Manager

Robert G. Anfuso

Portfolio Manager and Principal

William S. Brennan

Portfolio Manager and Principal

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