Strategy

Summetric Capital combines data-driven analysis with deep market knowledge to protect capital and deliver stable long-term returns. Find out how our strategy makes this possible.

Why investors choose Summetric Capital choose

Capital protection first - Active long/short strategies with a protective short portfolio mitigate risks
Data-driven and systematic - Investments based on millions of data points and AI-driven models
Smartly spread and reweighted monthly - Broad spread of large, medium and smaller US companies with monthly rebalancing
Transparent and insightful - Monthly updates provide clear insight into returns, risk and strategy
Personal and professional - Accessible guidance with sharp analysis and a reasoned approach

The foundation of the strategy

Four beliefs that ensure consistency, control and capital preservation.

Capital preservation as a basis

Capital preservation is one of the core pillars of Summetric Capital's strategy. A key tool here is the short portfolio, which serves as insurance within the overall portfolio. These short positions are selected using artificial intelligence and provide protection when markets fall. In addition, the short portfolio also allows returns to be achieved during periods when market values fall. This not only provides defensive strength, but also enables active value addition in adverse market conditions.

By incorporating this 'insurance', downside risk is reduced. This ensures more stability in the portfolio and helps achieve long-term capital growth, regardless of market conditions.

Investing based on data

Summetric Capital takes a systematic investment approach where data is at the heart of every strategic choice. Artificial intelligence and quantitative models are used to build portfolios that are economically interpretable and fit within our risk profile.

This approach provides structure, discipline and control in a complex and rapidly changing market. By eliminating emotion and focusing on facts, Summetric Capital is able to achieve long-term capital growth consistently. Data acts not as a tool, but as a foundation under the strategy with the aim of stable and future-proof capital growth for its investors.

Distribution within the US market

Summetric Capital believes in the power of diversification as the basis for a balanced portfolio. Within the US equity market, it deliberately chooses a mix of small cap, mid cap and large cap companies. This spread ensures stability in the portfolio. Combining different sectors, company sizes and dynamics creates a robust portfolio that is more resistant to fluctuations within one specific market or category.

This structured diversification contributes to our unique and resilient investment strategy, in which opportunities in different segments can be exploited without unbalancing the portfolio. The result is more stable returns and a controlled risk profile over the long term, in line with the objective of future-proof asset growth.

Accessible and forward-looking

Summetric Capital focuses on achieving capital growth over the long term. No focus on short-term gains, but on consistent asset accumulation and tranquillity within the portfolio. This long-term vision provides direction and structure to the investment policy, even in uncertain market conditions.

To ensure that peace of mind, open and clear communication forms the basis. With a view to a long-term approach, transparency and personal contact are essential in the relationship with our investors. Monthly reports provide clear insight into the portfolio, including an explanation of choices and developments. In addition, Summetric Capital's team is easily accessible for questions or personal consultations. This approach fosters trust and contributes to a stable and future-oriented cooperation. After all, investing is something you do together.

Realised result since inception

The net return per month is what the investor is left with after deducting all costs

Net return

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

YTD

Cum

Year

5.2%

2.2%

1.9%

-4.5%

-0.2%

3.6%

3.9%

3.2%

-0.5%

-4.4%

2.9%

-5.4%

7.4%

2024

2.3%

-0.3%

-2.5%

-6.3%

-2.1%

-1.6%

-2.4%

3.7%

-9.2

-2.4%

2025

Fund structure Summetric Capital

Summetric Capital is structured as a Fonds voor Gemene Rekening (FGR) under Dutch law. Investors' assets are held in a separate Dutch foundation, legally separated from Summetric Capital B.V. Investors thus retain legal ownership of their assets. AssetCare acts as an independent fund administrator and provides administrative processing, transaction monitoring and monthly reporting to investors.

Investing with vision and structure

Find out how Summetric Capital achieves long-term capital growth with a transparent and data-driven approach. Schedule a (call) appointment for a personal explanation or receive our monthly update.