Summa Equity publishes Portfolio Report 2021

We are excited to release Summa Equity’s (“Summa”) fifth annual Portfolio Report! Here, we wish to showcase Summa’s culture of constant improvement – we are continuously looking to enhance the way in which we analyze and communicate the link between financial performance and value creation impact.

News

Throughout 2021, Summa continued to grow the team significantly while raising our third fund, an Article 9 fund under the SFDR, which reached about twice the size of our first two funds combined. In addition, we were proud to become a certified B Corp in October. Summa also completed several exits, IPOs, and new investments. These accomplishments are testament to the idea that focusing on the positive value that companies can create for society enhances their financial and operational performance.

Read about these key highlights and more in the full version online.

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