Our Approach
Every challenge is an opportunity

The world is developing rapidly. This poses new social and environmental challenges. Summa is part of the solution by investing in companies that actively work to solve these challenges to create a prosperous society for everyone.

Summa works with our portfolio companies to enable innovation and scale-up by embedding positive impact on the Sustainable Development Goals into the strategy. The business opportunities that the challenges forming the Sustainable Development Goals are vast.

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Our Approach
Every challenge is an opportunity

The world is developing rapidly. This poses new social and environmental challenges. Summa is part of the solution by investing in companies that actively work to solve these challenges to create a prosperous society for everyone.

Summa works with our portfolio companies to enable innovation and scale-up by embedding positive impact on the Sustainable Development Goals into the strategy. The business opportunities that the challenges forming the Sustainable Development Goals are vast.

Investment Themes

We believe that organizations that offer innovative solutions, aimed at our challenges, will see stronger growth opportunities than those based on more traditional solutions, hence making them more future-proof, leading to better financial performance over time.

Our three investment themes have a tailwind from megatrends such as global population growth, resource scarcity, aging population, energy transition, and innovation.

Resource Efficiency

As the global population grows and our shared resources are depleted, business opportunities arise for companies that optimize the use of natural resources.

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Changing Demographics

Society is changing. An ageing population, increasing health needs, urbanization and migration create new challenges and opportunities.

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Technology-enabled Transformation

Technology, big data, artificial intelligence, and digitization hold the key to better and more efficient ways to solve our challenges.

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Our Investment Strategy

Inspiring a new way of creating value

The United Nations' 17 Sustainable Development Goals (SDGs) are rooted in problems that need solutions. Our companies are solution providers. They are aligned with the SDGs, and we track how successful they are in fulfilling their purposes.

The challenges that the SDGs address, such as population growth and resource scarcity, political unrest, climate change, are risks to society, businesses, and investors. However, in an uncertain world, there are social and economic developments that are relatively predictable, and that can provide stronger growth and business opportunities that also are safer and more future-proof.

Our greatest global challenges provide us with some of the most appealing investment opportunities. As such, we at Summa focus on some of the key trends to help inform our thematic investment strategy. The SDGs and associated megatrends also help us focus on specific areas within each theme where opportunities for growth or disruption align with a positive impact on significant issues.

SDG Aligned Platform Investments

2020
+6
13
2017
7
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How we create Value

A journey through Via Summa

Summa Equity invests in companies that we believe have the potential to sustainably outperform. We work in partnership with purpose-driven leaders and organizations to co-create financial outperformance alongside magnified contributions to the SDGs.

We are active owners and support our portfolio company leaders on the next phase of their journey. We call our approach to purpose-driven value co-creation Via Summa. Via Summa is built around a common framework, toolbox, and powerful competencies to be strong partners to our portfolio companies.

The key tools are the three-phased strategy plan, board cycle and OKR methodology to create alignment on top priorities. Furthermore, Via Summa is an enabler for consistent performance and impact management across the portfolio and facilitates experience-sharing between our portfolio companies.