Portfolio reports

Latest report

Summa Equity Portfolio Report 2023

Thank you for reading Summa Equity’s (“Summa”) seventh Portfolio Report. This annual publication is intended to help provide transparency and understanding of the social and environmental impacts of our portfolio, for the benefit of our investors, portfolio companies, and others that might have interest.

Our hope is that this report not only offers a snapshot of Summa’s work, but also contributes to knowledge-sharing, and constructive dialogue. Similar to previous years, PWC has provided limited assurance of the Principal Adverse Impact (“PAI”) indicators and the underlying data and processes.

Thank you to our portfolio companies, external advisors, friends, and Summates for all your contributions!

Enjoy the read!