Summit Trail Advisors, LLC

Summit Trail Advisors, LLC, managed by the seasoned team of John Doe and Jane Smith, is known for its concentrated, long-term growth strategy, currently managing $5.8 billion in assets across 1,303 positions. Recently, the fund has made notable moves by adding AKRE, Q, and BSV, while exiting JD and DGRW, and significantly increasing positions in CL and ERIE by 234% and 216%, respectively.

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