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.
Evolution of share price
Evergent share
Evergent news
EVERGENT Investments shareholders approved the conduct of a buyback operation during the 2026 financial year and the appointing of the financial auditor
EVERGENT Investments shareholders approved, by a large majority, all of the proposals entered into the agenda of the General Meetings of Shareholders on October 29, 2025, by the Board of Directors.
The EVERGENT Investments Group reports record assets of RON 3.72 billion as of June 30, 2025
The EVERGENT Investments Group, an important player in the financial sector, achieved a record RON 3.72 billion in assets under management as of June 30, 2025, an increase of 7% compared to December 31, 2024. The results of the first half of 2025 demonstrate the resilience of the business model in a context of heightened nationwide uncertainty.
EVERGENT Investments shareholders approve dividends of RON 97.7 million, with a 7.64% yield
● EVERGENT shareholders approved a gross dividend of RON 0.11 per share.
● The Activity Program and the Income and Expenditure Budget for 2025 have been approved, as well as an investment program valued at RON 224.9 million
● A share buyback operation was approved, aimed at reducing the share capital and implementing „stock option plan” programs.
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.