Listen "Looking Ahead l Summit Global Investments & Bryce Sutton l Ep 17"
Episode Synopsis
In this episode, Bryce, the co-founder of Summit Global Investments, joins Lincoln to discuss the firm's background and investment strategies. Bryce shares that Summit Global is a registered investment advisory firm managing $2 billion of clients' assets. He mentions working with a team of advisors and various fund structures. The conversation dives into the firm's inception during the market crisis in 2007-2008 and how Bryce and his partner developed their investment approach. Bryce is a member of the Fund Launch Whale Group, a group of fund managers with over $10M AUM. Bruce is an incredible member of the Fund Launch community.[00:01:03] Starting the company idea.[00:05:21] The size of fixed income market.[00:09:07] Clientele base breakdown.[00:12:05] Fragmentation in investment advisory business.[00:16:24] Growing independent advisory firms.[00:20:09] Starting a new firm.[00:25:48] What makes a fund win?[00:28:14] Following specific investment rules.[00:33:20] Starting a public product.[00:37:22] Growth objectives for Summit Global.[00:41:10] Focusing on revenue generating items.[00:45:49] The Fed's next move.[00:48:05] Follow-up as a pet peeve