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:
