SUMMA EQUITY

Thesis

Summa Equity is a thematic investment firm founded in 2016 with a mission to invest in companies that address pressing global challenges and contribute to a more sustainable and resilient future. Their core thesis is that value creation and alignment with planetary boundaries are mutually reinforcing, believing that companies solving environmental and social issues are well-positioned for long-term financial outperformance. They focus on four key themes: Circularity, Sustainable Food, Energy Transition, and Tech-Enabled Resilience, aligning with the UN's Sustainable Development Goals. Their strategy involves taking a controlling stake in companies and actively engaging in their development to accelerate growth and impact, targeting companies across Europe, with a primary focus on the Nordic region. They employ a buyout and growth strategy. The firm manages three active funds: Summa Equity Fund I (closed 2017 with SEK 4.7 billion), Summa Equity Fund II (closed 2019 with SEK 6.8 billion), and Summa Equity Fund III (closed 2022 with EUR 2.3 billion), making it the largest European impact fund at the time of its closing. The firm has over €1.6 billion in assets under management. The firm's office is located at Birger Jarlsgatan 27, Stockholm, 11145, Sweden.