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 Founded by Stephen Summers in 2003, Discovery Management Ltd. is a hedge fund manager located in Dallas, Texas. The firm is a subsidiary of Smith Asset Management Group LP, a registered investment advisor also located in Dallas. Discovery Management Ltd. manages the Defender Fund Ltd. and the Discovery Partners LP. | Directeur de la Recherche - Actions | 01/01/2010 |
Smith Asset Management Group LP
 Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Analyst-Equity | 30/04/2006 |
Formation de Stephen J. Summers
| Southern Methodist University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Discovery Management Ltd.
Discovery Management Ltd. Investment ManagersFinance Founded by Stephen Summers in 2003, Discovery Management Ltd. is a hedge fund manager located in Dallas, Texas. The firm is a subsidiary of Smith Asset Management Group LP, a registered investment advisor also located in Dallas. Discovery Management Ltd. manages the Defender Fund Ltd. and the Discovery Partners LP. | Finance |
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Finance |
