Investments

How we work

Strategies for better portfolio performance
The alternative strategies we manage, which correlate less with traditional capital markets, focus on optimising the ratio of return to risk.
Active management and engagement
We’re professional investors and our involvement in portfolio companies’ activities and active management of other investments creates value for big global players in less familiar markets.
Responsible investment
We assess the risks and opportunities related to environmental, social and governance (ESG) factors in the analysis and oversight of our investments. We believe this approach brings long-term benefits.

Regions

Baltic countries and Emerging Europe

We operate and invest in the Baltic countries and emerging Europe. This is the region where we can create the most value, as we have over 30 years of experience and expertise and a network of partners here.

For most economic indicators, this region is the most advanced in the developing world. These countries have high growth rates and attractive asset prices along with a level of development and corporate governance standards that are almost comparable to Western Europe.

The Baltic countries stand out for their prudent management of public finances, their competitive and open growth model, and Scandinavian influence on their business culture.

Given the relatively small size of the region, the Baltic countries and emerging Europe get less attention from large investors than other emerging markets, which opens up more opportunities for us as professionals in the region.

Investments

Private Equity

In the business for more than 30 years now, the Invalda INVL group has solid experience managing private equity assets and building market players that are leaders in their respective fields in the Baltic countries and Central and Eastern Europe.

In collaboration with foreign private equity funds and local entrepreneurs, we have completed several dozen acquisitions, company sales and capital-raising transactions.

With one of the most experienced private equity teams in the region, we successfully manage products that vary in size as well as in the investee companies’ region and type of operations. Most capital is invested in the Baltics, but there are also some investments outside the region.

We invest in private equity because we believe we create value not only by earning an attractive return for our investors, but also by contributing to economic growth in the region and the welfare of all of society.

Real assets

In the real assets segment, we manage investments in real estate, agricultural land and forests, infrastructure, and renewable energy. These asset classes are attractive because they correlate less with capital markets, enable portfolio diversification and help reduce the impact of inflation. Both long experience and professional fund managers help to achieve good results.

Private debt

Private debt is an attractive asset class because of the risk-return profile of investing in corporate debt securities that are not publicly offered.

INVL Asset Management private debt funds pursue long-term stable returns for their investors by investing in private debt instruments of Baltic companies that are secured by high-quality collateral, or in global products developed by world-class managers.

Fund of funds

We follow an open architecture policy and invest client assets raised through funds of funds in parallel investment structures managed by reputable globally recognized managers of infrastructure, real estate, and other types of investments.

Feeder funds

We follow an open architecture policy and invest client assets raised through feeder funds in carefully selected products of trusted well-known world-class investment managers. That includes private debt, private equity, infrastructure, and other products.

Interested in investment opportunities?

Contact for institutional investors:
audrius.matikiunas@invl.com

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