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Profil
Mr. Summers founded Discovery Management Ltd. in 2003.
Prior to forming the firm, he served as Vice President and Financial Analyst for Cardinal Investment Co., Inc., where he focused on value-based short selling strategies.
From 1979 until 1985, Mr. Summers served as President of Electrical Supply Company.
From 1966 until 1978, he held a variety of positions including President of Summers Electric Company.
Mr. Summers holds a BBA in Quantitative Analysis and an MBA from Southern Methodist University.
He was awarded the Chartered Financial Analyst (CFA) designation in 2001.
Mr. Summers is a member of the Association for Investment Management and Research (AIMR) and the Dallas Society of Financial Analysts.
Anciens postes connus de Stephen J. Summers
| Sociétés | Poste | Fin |
|---|---|---|
Discovery Management Ltd.
 Discovery Management Ltd. Investment ManagersFinance Discovery Management manages market neutral hedge fund that invests both long and short in a portfolio of approximately 150 to 300 stocks. The firm provides a variety of specialized research services. The portfolio selects both long and short positions using a combination of fundamental valuation metrics. Discovery Partners' fund seeks to be tax efficient and provide monthly liquidity. The portfolio selects both long and short positions using a combination of Sir John Templeton and Joel Greenblatt's fundamental valuation metrics approaches. In addition, a quality metric is used to evaluate earnings and financial statements. The portfolio holds a large number of positions in order to remain neutral to over 80 industry groups, styles, market-caps, market volatility and fluctuations in oil prices or the value of the US dollar versus the Euro. The firm specializes is designing stock selection processes that neutralize any unwanted exposures. Discovery Partners analyzes portfolios and calculates portfolios' unintentional exposures due to style, size, industry, the volatility index, the Euro, oil prices or specific sectors. For their clients that specialize in selecting their own long stock picks, the firm evaluates their portfolios and generates lists of short stocks that will complement the client's longs and eliminate unwanted style bets and factor exposures. | Directeur de la Recherche - Actions | 01/01/2010 |
Smith Asset Management Group LP
 Smith Asset Management Group LP Investment ManagersFinance Smith Group applies an engineering approach to investment management. The firm leverages technology and fundamental research to identify companies with undiscovered growth potential, creating portfolios designed to produce attractive return patterns. Using both quantitative and qualitative analysis, they invest in high quality companies poised to accelerate earnings growth and exceed investor expectations. Smith Group invests, under normal market conditions, in common stocks and other equity securities. These securities may be traded over the counter or listed on an exchange. Reasons to sell a stock may include: negative earnings forecast or report, valuation concerns, company official’s downward guidance on company performance or earnings, or announcement of a buyout. | Analyst-Equity | 30/04/2006 |
Formation de Stephen J. Summers
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
14
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Discovery Management Ltd.
Discovery Management Ltd. Investment ManagersFinance Discovery Management manages market neutral hedge fund that invests both long and short in a portfolio of approximately 150 to 300 stocks. The firm provides a variety of specialized research services. The portfolio selects both long and short positions using a combination of fundamental valuation metrics. Discovery Partners' fund seeks to be tax efficient and provide monthly liquidity. The portfolio selects both long and short positions using a combination of Sir John Templeton and Joel Greenblatt's fundamental valuation metrics approaches. In addition, a quality metric is used to evaluate earnings and financial statements. The portfolio holds a large number of positions in order to remain neutral to over 80 industry groups, styles, market-caps, market volatility and fluctuations in oil prices or the value of the US dollar versus the Euro. The firm specializes is designing stock selection processes that neutralize any unwanted exposures. Discovery Partners analyzes portfolios and calculates portfolios' unintentional exposures due to style, size, industry, the volatility index, the Euro, oil prices or specific sectors. For their clients that specialize in selecting their own long stock picks, the firm evaluates their portfolios and generates lists of short stocks that will complement the client's longs and eliminate unwanted style bets and factor exposures. | Finance |
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Group applies an engineering approach to investment management. The firm leverages technology and fundamental research to identify companies with undiscovered growth potential, creating portfolios designed to produce attractive return patterns. Using both quantitative and qualitative analysis, they invest in high quality companies poised to accelerate earnings growth and exceed investor expectations. Smith Group invests, under normal market conditions, in common stocks and other equity securities. These securities may be traded over the counter or listed on an exchange. Reasons to sell a stock may include: negative earnings forecast or report, valuation concerns, company official’s downward guidance on company performance or earnings, or announcement of a buyout. | Finance |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
