Alpha That Suits Our Partners’ Needs

Our team's skill sets, process, and results allow our investors to select the appropriate solution. We take the time to listen to their needs and objectives.

Our Solutions

Stable Value

A multi-strategy market-neutral alpha engine focused on absolute return; a conservative volatility and return target profile throughout all economic cycles.

Stable Value Enhanced

A multi-strategy relative value-oriented, market-neutral alpha engine delivering a higher volatility and return target profile using a larger balance sheet

Portable Alpha/ Enhanced Index

A one-stop solution delivering multi-strategy, relative value-oriented, market-neutral alpha engine on top of equity beta.

Protecting and Growing Investments through a Relentless Pursuit of Alpha

Crestline Summit has managed to achieve successful long-term growth, build an enduring business, and deliver the consistent, sustainable outcomes today's institutional investors desire. Our market-neutral alpha generation engine works for institutional investors who select the appropriate risk/reward solution for their needs with an understanding that capital preservation is a vital part of our firm's investment DNA.

We employ four core strategies including but not limited to: 1) Fundamental Equity; 2) Tactical; 3) Equity Capital Markets; and 4) Quantitative.


We invest on behalf of institutional investors, including endowments, foundations, sovereign wealth funds, and pension funds, among others, and work closely with financial advisors and other intermediaries to help their clients achieve their financial goals.

Our investors often harness Crestline Summit’s capabilities to accomplish various portfolio strategies and goals including:

  • A portfolio diversifier with low correlation and beta to the equity markets
  • A yield alternative
  • Portable alpha