Views from the Summit

Welcome to Views from the Summit, where we share our deep insights and analyses on the investment strategies that shape Summit36 Capital’s portfolio. Through this blog, we provide a detailed look at how our Global Macro, Long-Short Equity, and Precision Momentum strategies come together to deliver outperformance in a constantly shifting market environment.

Each post offers a comprehensive breakdown of the companies and macroeconomic trends we believe will drive growth, focusing on both long-term plays and tactical opportunities. From the latest developments in technology to evolving macroeconomic shifts, our posts reflect the strategic approach we use to navigate volatility and capitalize on market dynamics.

Here, you’ll find insights into how we evaluate both long and short positions, how macroeconomic trends influence our decisions, and why disciplined risk management lies at the core of everything we do. We invite you to explore our viewpoints and see how Summit36 Capital takes a unique approach to investing from the top down, where we remain both agile and strategic.

The content on Views from the Summit is for informational purposes only and should not be taken as financial, investment, or legal advice. Summit36 Capital may hold positions in the securities mentioned at the time of writing. All opinions expressed reflect the firm’s analysis and strategy, which may evolve over time. Readers should conduct their own due diligence and consult with a financial professional before making any investment decisions. Summit36 Capital is not liable for any financial outcomes resulting from investment actions taken based on this content.