Summers Value Fund LP: long/short hedge fund

Summers Value Fund LP (the “Fund”) is a portfolio of publicly traded small-cap companies representing special situations within the healthcare sector. We target companies undergoing operational or structural changes that have resulted in a low purchase price, but are within management’s ability to rectify, given sufficient time. 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. We short stocks for absolute return. The Fund has a lower risk profile than the small-cap index and exhibits a low correlation to the broader market. The general partner is the largest investor in the partnership.

Co-investments in public and private companies

June 2021: We launched an activist fund in a publicly traded MedTech company and successfully returned capital to investors in 2025.

May 2024: We co-led a $55 million Series A preferred equity financing for restor3d, a privately held orthopedic implant company leading the industry in personalization.

April 2025: We participated in a $104 million Series B preferred equity financing for restor3d, which was led by Partners Group.