Andrew Summers, CFA, founded Summers Value Partners in March 2018 and serves as the sole owner and managing partner of the firm. He brings over 22 years of healthcare investment experience, including more than 17 years of long/short expertise across global healthcare sectors. His career began in 1998 at INVESCO Funds Group, later founding Silvergate Capital Management LLC in 2004, and joining Janus Henderson Investors in 2008 where he served as an Equity Analyst until 2018. Andrew earned a bachelor's degree in business administration from the University of Wisconsin-Whitewater and a master's degree in finance from the University of Wisconsin-Madison, becoming a CFA charterholder in 2000. He has led two activist campaigns since inception, serves on two corporate boards including Electromed and restor3d, and maintains significant personal investment in the fund as the largest investor alongside his family. The firm operates with a lean team of three employees from Denver, Colorado, managing $54.77 million in assets under management as of December 2024.

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Summers Value Fund LP focuses on small and micro-cap stocks with a margin of safety aiming for long-term outperformance of the market through emphasis on business quality and positive change factors, combined with a long-term investment orientation. The fund targets underfollowed healthcare stocks below $2 billion market cap where persistent mispricings create opportunities for attractive long-term returns. The strategy maintains a concentrated portfolio of 8-12 stocks focused on companies undergoing positive changes such as new management, spin-offs, operational turnarounds, and business model pivots. The fund invests with a long-term orientation, allowing stocks time to benefit from the market's shift in perception from a pessimistic to an optimistic outlook. Field work is often the difference between surface-level understanding and true insight. The fund takes a selective approach towards shorting and only short stocks for absolute performance, not to hedge, while maintaining a lower risk profile than the small-cap index with low correlation to the broader market.

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