Summers Value Partners LLC is a boutique value manager that uses a focused, long-term approach to investing in areas of the market where most managers are unwilling or unable to participate.
Summers Value Partners searches for undervalued and misunderstood opportunities within a narrow circle of competence, turning over many rocks to find a small number of attractive investments that will be held for the long-term. Our size allows us to be nimble, delivering a meaningful advantage for those committed to searching for undiscovered values.
We believe that inefficiency exists in the small and micro-cap segments of the market due to a lack of institutional and sell-side analyst coverage. We seek to exploit this inefficiency through a concentrated portfolio of stocks with asymmetric risk/reward profiles. Our fundamental analysis includes an in-depth research process on every company before it can be owned in the portfolio.
“Price is what you pay. Value is what you get.”