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Summers Value Fund reports 41.7% net return in Q2 2026, highlights Consensus Cloud Solutions (CCSI) as a mispriced legacy tech
The boutique investment firm's Summers Value Fund outperformed the Russell 2000 Index ETF (21.4%) and the Russell 2000 Value Index ETF (17.1%) during the quarter. The fund noted Consensus Cloud Solutions, a cloud-based fax services provider to the healthcare sector, as a key holding, citing its high margins, low customer churn, and strong free cash flow generation despite being a legacy technology. CCSI shares closed at $38.25 on August 31, 2026, up 44.39% over the past year.
Source：Yahoo财经 · Source Link
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