Michael Summers Portfolio
Invests via Aikya Investment Management Ltd | Managed by Ashish Swarup, Rahul Desai, Tom Allen
Invests via Aikya Investment Management Ltd
Managed by Ashish Swarup, Rahul Desai, Tom Allen
Automatically Tracked
Michael Summers Profile
A private equity and growth investor focused on technology and fintech, Michael Summers brings operational and capital-markets experience to deal sourcing, portfolio strategy and exits. He has led buyouts, growth equity and corporate development initiatives across software and financial services, overseeing value creation, M&A and fundraising. Prior roles span operating leadership at high-growth startups and senior investment-firm positions managing deal teams, due diligence and LP relations. Market strengths include transaction execution, scaling go-to-market and board-level governance.
A private equity and growth investor focused on technology and fintech, Michael Summers brings operational and capital-markets experience to deal sourcing, portfolio strategy and exits. He has led buyouts, growth equity and corporate development initiatives across software and financial services, overseeing value creation, M&A and fundraising. Prior roles span operating leadership at high-growth startups and senior investment-firm positions managing deal teams, due diligence and LP relations. Market strengths include transaction execution, scaling go-to-market and board-level governance.
Investment Philosophy & Strategy
Combines private equity discipline with growth-equity flexibility to back software and fintech companies capable of scaling revenue and unit economics. Prefers control or influential minority positions where operational levers—product-market fit, go-to-market expansion and governance—can be executed. Emphasizes rigorous due diligence, staged capital deployment and KPI-driven value creation plans tied to M&A or IPO exit paths. Time horizon balances multi-year scaling with opportunistic liquidity events; risk managed through operational involvement, conservative leverage and repeatable playbooks for commercialization and fundraising.
Combines private equity discipline with growth-equity flexibility to back software and fintech companies capable of scaling revenue and unit economics. Prefers control or influential minority positions where operational levers—product-market fit, go-to-market expansion and governance—can be executed. Emphasizes rigorous due diligence, staged capital deployment and KPI-driven value creation plans tied to M&A or IPO exit paths. Time horizon balances multi-year scaling with opportunistic liquidity events; risk managed through operational involvement, conservative leverage and repeatable playbooks for commercialization and fundraising.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-15.87%
Gain +4.41%
Monthly
-0.51%
Yearly
-6.01%
Drawdown
46.71%
$374.55M
Equity
Holdings
$374.55M
Investment
$437.14M
-$53.27M
Profit +$13.24M
Realized
$9.32M
Unrealized
-$62.59M
Dividends
$6.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.41%
Profit
$13.24M
Win %
3%
This Week
Compared To Last Week
Gain
5.38%
Profit
$19.13M
Win %
3%
This Month
Compared to last month
Gain
6.95%
Profit
$24.35M
Win %
3%
This Year
Compared to last year
Gain
9.96%
Profit
$33.94M
Win %
3%
Events
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Dividends
Dividend Analysis
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| Trades 40 | Longs Won 6/40 15% | Profit Factor 0.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.41M |
| Average Win $6.27M | Best Trade (Oct 15) $18.89M | Sharpe Ratio -36.49 |
| Average Loss -$2.67M | Worst Trade (Oct 14) -$12.25M | Z-Score -1.1 (72.74%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 3d | Expectancy -$1.33M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 140 | 126 | 112 | 98 | 84 | 70 | 56 | 42 | 28 | 14 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 EPAM Epam Systems Inc. | 1.37M | $181.98M | $165.04M | - | -$16.94M | -9.31% | +5.409% |
 HDB HDFC Bank Limited ADR | 4.08M | $128.88M | $95.37M | - | -$33.51M | -26% | +3.248% |
 INFY Infosys Limited | 352,907 | $6.45M | $4.21M | - | -$2.24M | -34.71% | +3.92% |
 MMYT MakeMyTrip Limited | 525 | $27,977 | $24,024 | - | -$3,953 | -14.13% | +4.858% |
 RDY Dr. Reddy's Laboratories Ltd. | 8.49M | $119.81M | $109.91M | - | -$9.9M | -8.26% | +1.49% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Michael Summers?
The largest contributions to the portfolio's profits come from the following stocks: Infosys Limited - $14.69M and Dr. Reddy's Laboratories Ltd - $4.52M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: HDFC Bank Limited ADR - $3.07M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Summers's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.83M earned over time. The largest contributors to dividend income include HDFC Bank Limited ADR - $3.4M, Infosys Limited - $2M, and Dr. Reddy's Laboratories Ltd - $1.42M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Summers's monthly returns?
Michael Summers's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Michael Summers's strategy be considered aggressive or moderate?
Michael Summers's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Michael Summers's strategy?
Michael Summers's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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