We created Summa Equity to invest to solve global challenges.
As the population and economy are growing, and technology transforms society, we are faced with increasing challenges. These challenges, however, provide tremendous opportunities as making the world more future-proof requires us to adopt new and innovative solutions. We at Summa seek to invest in and develop companies that provide these solutions. Through their products or services, these companies aim to reduce climate change, mitigate resource scarcity, improve education, health and well-beingor provide sustainable energy sources
We created Summa Equity to invest to solve global challenges.
As the population and economy are growing, and technology transforms society, we are faced with increasing challenges. These challenges, however, provide tremendous opportunities as making the world more future-proof requires us to adopt new and innovative solutions. We at Summa seek to invest in and develop companies that provide these solutions. Through their products or services, these companies aim to reduce climate change, mitigate resource scarcity, improve education, health and well-beingor provide sustainable energy sources
Summa Summarum
The name Summa Equity was not chosen arbitrarily. “Summa” is Latin for “total”, which is intended to signify “for all” (inclusiveness) and what our thesis is “all about”. “Equity” represents equality, justice and fairness. To us, the name reflects our attempt to create a “win-win”; value and prosperity both for us and others. Summa Summarum, Summa Equity means “Our way of creating value and prosperity for all”.
Our logo is a sum-sign ( ∑ ) for total, but also incorporates an equals-sign ( = ) for equality.

PRIVATE EQUITY 4.0
Using ESG to create more value with less risk
The private equity industry is evolving. When the 1980s gave birth to the first wave of leveraged buyouts, PE firms created value primarily through financial engineering. This involved the use of high leverage in combination with large equity stakes to motivate managers charged mainly with taking costs out of mature businesses. Then, in the 1990s, PE 2.0 was focused heavily on increasing operating efficiencies, accomplished often by bringing in proven CEOs from successful public companies.
Starting in the 2000s, PE 3.0 saw the building of large financial institutions that continued to function as value-adding buyers, while responding to tough competition from both strategic and financial buyers by expanding into different asset classes and developing new areas of expertise
Today, in a movement that might be called Private Equity 4.0, a growing number of PE firms have been adding to their existing capabilities the effective management of “externalities” and environmental, social, and governance (ESG) factors. In this article, we focus on how one such firm—our firm, Summa Equity—has turned its ESG principles and practices into a core competence, a source of competitive advantage that has enabled the firm to distinguish itself from its competitors and, in so doing, to bring about significant increases in efficiency and long-run value.
Watch our Managing Partner present our approach below :
Summa Equity is developing fast
Summa Equity is developing fast, and it is encouraging to see increased momentum among companies and investors to join us in solving the challenges that the world is facing. We just closed our Fund II with SEK 6.5 billion (c. EUR 610 million) to invest to solve global challenges. Although it has only been three years after the inception of the firm, and two years since we closed Fund I with commitments of SEK 4.7 billion (c. EUR 440 million), there has been a significant development in the investment community. It recognizes that companies that incorporate solutions to ESG challenges, is no longer just a way to minimize risk, but is increasingly seen as a tool to create value. Companies will show stronger growth and returns. In short, these companies will be more future-proof.
We are honored and proud that Summa has been recognized as an innovator, most recently by winning the ESG Award at the Private Equity Awards 2019, one of the oldest and most respected tributes in our industry. Summa Equity won for placing ESG considerations at the core of our investment model. We wish to co-create a way of thinking with our portfolio companies and together grow competence around the Sustainable Development Goals, the associated business opportunities and how to measure impact. We believe that this will contribute to stronger long-term strategies, fuel innovation and create a stronger sense of purpose.
SDG Aligned Companies
2019
13
2018
11
2017
7
Within the Changing Demographics investment theme we have a few broader sub-themes such as healthcare, education and security, all with clear alignment to one or more of the UN SDGs. Healthcare is by far the largest one as healthcare expenditure typically represents 10%+ of GDP in advanced economies. It is also the sub-theme where Summa has our deepest expertise and current primary focus within the Changing Demographics theme.
Our investment strategy in healthcare is in itself centered around three universal challenges; cost, quality and unmet patient needs, where society’s failure to solve them leads to a development of an unsustainable global healthcare system. With the challenges as a starting point, we look for companies and market niches where solutions are developed that have the potential to move the system in a positive direction, in the Nordics and globally. We refer to this investment strategy as “The Future of Healthcare” where we have defined specific themes that represent solutions to the challenges, to focus our efforts – illustrated in the chart below. These themes cut across products and services. We believe that developing leading expertise along these themes will be key to Summa’s long-term success and ability to support our investments, and therefore we invest significant resources in building that competence base.
Projected industry growth
2020
136
2019
118

Projected industry growth
2020
136
2019
118
Lin Education
Thought leader and preferred digital partner to the educational sector
Infobric
Arthur Swanson
Lin Education
Thought leader and preferred digital partner to the educational sector
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Infobric
Arthur Swanson
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