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Advisor Information for DWUGX

Fund Inception04/01/2009
Name of IssuerSummit Global Investments
Fund Advisor(s)Summit Global Investments, LLC
Sub-Advisor(s)--

Fund Managers for DWUGX

David Harden
Portfolio Manager since 01/03/2017
Dave earned a BA from Boston College and an MSCS from Boston University. Over the past 21+ years in investments, Dave has proven his ability as a portfolio manager and equity strategist. Prior to establishing Summit Global Investments, Dave worked with Fidelity Investments, Evergreen Investments, and Ensign Peak Advisors, where he was responsible for developing and implementing numerous portfolio strategies. For the past eight years, Dave has focused on managing institutional assets in the low volatility equity space and continues to do so with Summit Global Investments. As Chief Investment Officer, Dave oversees the investment processes and leads the overall investment decisions, including portfolio design, construction, implementation and management. In addition, Dave is directly responsible for SGI's innovative low volatility, managed risk approach to investing. As a leader in the low volatility field, he has developed unique quantitative technologies., tactics and models designed specifically for managing risk while maximizing returns. Dave is one of only a handful of active portfolio managers in the world that has researched, constructed, implemented and actively managed significant assets in the low volatility equity space. With the ever-increasing attention givento low volatility investing, Dave's techniques and strategies continue to provide new insight to professional asset management. Throughout Dave's career, he has established himself as an expert in investment technology and quantitative research. In his spare time, Dave enjoys spending time with his family and supporting the local wrestling community.
Aash Shah
Portfolio Manager since 08/01/2018
Aash M. Shah, Portfolio Manager, who has been responsible for Invesco V.I. Capital Appreciation Fund since 2020 and has been associated with Invesco and/or its affiliates since 2019. From 2006 to 2019, Mr. Shah was associated with OppenheimerFunds, a global asset management firm. He earned an MBA in Finance & Accounting from Carnegie Mellon University and BS Engineering from the University of Pittsburgh. He is also a CFA charter holder.