Meet Our Team
Colin Higgins – President
Colin has conducted investment analysis, equity research and portfolio management since 1996. As the president of Summitry, he directs all business and investment activities of the firm. Prior to joining the firm in 2003, Colin served as a research analyst and portfolio manager with regional investment firms Hoefer & Arnett, Inc. from 1998 to 2003, and Branch, Cabell & Co. from 1996 to 1998. He is a 1994 graduate of Washington and Lee University.
Kurt Hoefer, CFA – Partner
Kurt has conducted investment analysis and related work since 1987. Prior to joining Summitry in 2004, he founded and built Hoefer Capital Management, LLC to counsel families and individuals on investment and financial matters. He served as that firm’s President from 2002 to 2004. He served as an Investment Banker with Thomas Weisel Partners, LLC from 2000 to 2002, and with Bank of America Securities, LLC from 1995 to 2000. Mr. Hoefer received his MBA from the UCLA Anderson School of Management in 1994 and his Bachelor of Arts in Economics from Stanford University in 1987. In addition, he achieved the Chartered Financial Analyst designation in 1991.
Michael Kon, CFA – Portfolio Manager & Director of Research
Michael has conducted investment analysis and equity research since 2002. As a Director of Research and Portfolio Manager at Summitry, Michael is responsible for the firm’s research process and leads the investment meetings of the research team. In addition, Michael evaluates companies across a wide variety of industries in search of investments for client portfolios. Prior to joining the firm in 2013, Michael served as a senior equity analyst with Morningstar, a leading provider of independent investment research, from 2006 to 2013. He has previously held positions as an Equity Research Associate at CIBC World Markets in Toronto from 2005 to 2006 and as an M&A Attorney at Rotman Co in Israel from 1998 to 2002. Michael received his MBA from McGill University in 2004 and achieved the Chartered Financial Analyst designation in 2006.
Matt Gordon, CFA – Portfolio Manager & Senior Research Analyst
Matt searches for new investment opportunities and closely monitors existing holdings for Summitry client portfolios. His research focuses on good businesses that generate strong and growing free cash flow, across a wide variety of industries. Matt began his investing career in 2003. Prior to re-joining Summitry, Matt founded Grouse Rock Partners, where he managed a concentrated equity portfolio for select clients. He began his career at Putnam Investments in Boston, focusing on the healthcare sector. Matt earned his BA in Computer Science from Amherst College and his MBA from Columbia Business School, where he studied Applied Value Investing at the Heilbrunn Center for Graham & Dodd Investing. Matt is also a CFA charterholder.
Jennifer Rouse – Director of Operations, CCO
Jennifer has been in the financial services industry since 1997. Jennifer is responsible for developing and monitoring the fund and the advisor’s compliance program, ensuring that all activities meet the requirements of legal and regulatory agencies and acts as the Director of Operations for the advisor. Prior to joining Summitry in 2005, Jennifer worked at Stafford Capital Management from 1997 as a portfolio administrator. She graduated summa cum laude with a Bachelor’s of Science in Business from Western International University in 2010.
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s Prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus by calling 1-866-954-6682. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Diversification does not ensure a profit or guarantee against loss.
Distributed by Ultimus Fund Distributors, LLC (Member FINRA)