Firm History

Summerhill Capital Management Inc. provides discretionary investment management services to both corporations and high net worth individuals through segregated accounts. The company is 100% owned by its principals and is firmly committed to providing excellence in both investment management and personal client service. The firm manages a broad range of asset classes and maintains a unique global approach to investing.

Investment Philosophy

At Summerhill capital we look at all our investments from the context of a global market place and ensure that all the companies we invest in have the capability to not only compete locally, but also globally. For an investment to be included in a client’s portfolio, stringent measures of quality must be met. Our proprietary investment models assist us to determine the right time to buy and, more importantly, the right time to sell.

Our investment parameters take into account many different qualitative and quantitative aspects include: business strategy, competitive strengths and weakness, financial flexibility, management track record and valuation in the context of its industry and markets. We believe solid growth companies with strong management outperform in the long term.

Reporting & Communication with Clients

Summerhill is committed to providing superior client service and communication. By maintaining high investment minimums, Summerhill portfolio managers can ensure they are available to the client on a direct and constant basis. Clients never have to deal with administrative or client service representatives, but instead deal directly with those controlling their accounts. The delivery of accurate and timely valuation reports (as often as desired), more detailed quarterly reports, and frequent meetings, ensure the client is always aware of the portfolio manager’s views.

Personnel

The partners at Summerhill Capital have a long track record in both an institutional and private wealth environment. Further, the portfolio managers invest their own money alongside their clients to ensure that at all times the interests of both are directly and inextricably aligned.

All Accounts are Segregated

We do not believe in pooled accounts of any type at Summerhill Capital. Everyone’s needs are different and we believe that every client is entitled to the personal attention inherent in private, segregated accounts. Further, segregated accounts are the only way to provide optimal tax planning for each individual or beneficiary and are the only way to extract the full breadth of benefits that should be available to investing clients.