Opportunities Turned into Profit
We are a dynamic and innovative investment fund with a solid organizational culture. With 30 years of experience on the capital market, we capitalize on ideas and resources to develop the company and fulfill investors’ expectations. By investing systematically and consistently, we have obtained an average value increase for shareholders of 13,2% - dividends collected plus assets increase, while granting dividends of over 150 million euros.
WE GENERATE VALUE THROUGH BRILLIANT MANAGEMENT
Our team’s extensive experience and qualifications cover a vast area of activity fields, totaling over 90 years of entrepreneurship and 120 years of top management. First-class analysis combined with the talent to select opportunities and agility in execution represent a mix that has led to a pure alpha, 1,77% higher than the average rate comprised of the yield of all Romanian equity funds over the last 10 years.
PERFORMANT STRATEGY, STRONG PORTFOLIOS
The investment strategy approved by the shareholders and time-tested policies applied to portfolios are reflected in the performance on the level of all our assets. The listed portfolio, structured on two strategic pillars, financial-banking and energy–utilities, along with the decisive approach to increase the private-equity portfolio offers our investors consistent yields.
RISK MANAGEMENT
Risk management is an important part of the investment process, with a holistic, procedure-based approach that balances business decisions. Our overall risk profile is medium, corresponding to a medium risk tolerance.
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Conference Call Regarding the H1 2024 Separate Financial Results
EVERGENT Investments will organize the conference call in Romanian on August 19, 2024,
at 15:00, Romania time (CET+1), hosted by:
- Claudiu Doroș – President & CEO
- Cătălin Iancu – Deputy CEO
- Mihaela Moleavin – CFO
EVERGENT Investments Reports Record Financial Results for H1 2024
The net result was 250 million lei as of June 30, 2024, 2.6 times higher than the budgeted level for the entire year of 2024.
· Total assets under management: 3.57 billion lei, marking a robust growth of 42.2% compared to June 30, 2023, setting a new record for the company.
· Net asset value: 3.13 billion lei, up 39.4% from June 30, 2023, further strengthening the company’s financial position.
· Net asset value per share (NAVPS): 3.45 lei per share, an increase of 41.3% compared to June 30, 2023, reflecting superior performance in asset management.
· Dividends distributed in 2024: Totaling 81.7 million lei from the net profit of 2023, underscoring the company’s consistent return of value to its shareholders.
· The value of dividends allocated for 2024 is 81.7 million lei from the net profit of 2023. This underscores the company's predictability to return value to its shareholders consistently.
· Strategic investments in H1 2024: 213.34 million lei.
· Sustainability focus: Over 55% of the portfolio is held in issuers that integrate ESG factors.
EVERGENT Investments reports a net result of RON 78.12 million on March 31, 2024
· The net result was RON 78.12 million on March 31, 2024, representing 81% of the budgeted level for the entirety of 2024.
· The total value of assets under management was RON 3.2 billion, an increase of 32.1% compared to March 31, 2023.
· The net asset value was RON 2.88 billion, an increase of 32.3% compared to March 31, 2023.
· The net asset value per share (NAVPS) was 3.1997 RON, an icrease of 33.9% compared to March 31, 2023.
· The value of dividends that were allocated in 2024 from the net result of 2023 was RON 81.7 million.
· The value of investments in the first three months of 2024 was RON 70.73 million.
· Over 50% of the asset portfolio is held in issuers that integrate ESG factors.
Social responsibility
We believe that a company’s success is also defined by the value it brings to society.
Value generating investments are those made with enthusiasm and successful investments increase the standard of living not only at the present time, but over a longer period of time, with a positive impact on the economic and social environment. This is why it is our mission to generate long-term value for investors, for the company and for our community as well.