Leading asset management company in the Baltics

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Why INVL Asset Management?

Awards

Highest evaluations by major rating agencies

TRUST

Trusted by more than 190 thousand clients. More than 4000 clients in Sweden already trusted their investments to us

EXPERIENCE

More than 11 years of average asset management experience

3 funds selection

INVL Emerging
Europe Bond fund

High-value Eastern European investments increase return potential in times of low interest rates
 
 

INVL
Baltic Fund

Invest in a Baltic market with strong growth expectations. An exceptional mix of undervalued Baltic companies with growth potential.

INVL Russia
TOP20 fund

Undervalued Russia equity offer higher return potential. Long expertise in the Russian market allows selecting the most fundamentally attractive investments

Facts

SEK 6,5 billion AuM

Our assets under management consist of investments in Lithuanian and Latvian pension funds...

Our assets under management consist of investments in Lithuanian and Latvian pension funds, investment funds, high net worth individuals' discretionary portfolios, alternative investment vehicles and private equity investments.

> 190 000 clients

Our market share in Lithuanian pension funds market is more than 10%...

Our market share in Lithuanian pension funds market is more than 10%. We are gaining market share in Sweden, where more than 4000 investors have chosen INVL funds on Avanza, Nordnet, Skandiabanken, Premium Pension system platforms.

7 countries

where INVL mutual funds are distributed

Our funds are distributed in Sweden, Lithuania, Latvia, Germany, Denmark, Finland, Norway

Pioneers

in the Baltic private equity market since 1991

Main shareholder "Invalda INVL" operates in the Baltics since 1991. INVL Asset Management counts its history since 2003.

In-depth local market insights.

One of the largest asset management team in the Baltics.

Our investment managers are based in Vilnius and Riga with an average asset management experience of over 11 years

Investment

focus in the Central and Eastern European equities and bonds

We focus on long-term investments by identifying attractive economic sectors and picking undervalued companies.

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Subscribe to our monthly factsheets and always be the first to know the most recent developments of our exceptional INVL funds

Press about us

"Börserna i Baltikum hör till årets bästa. God ekonomisk tillväxt, låga värderingar och – inte minst – höga utdelningar driver utvecklingen"

"Med sin konservativa investeringsstrategi har INVL sedan 2010 haft en av de högsta avkastningarna med lägst svängningar med exempelvis 3,5 procents avkastning på treåriga obligationer."

"One of the best performing stock markets for the last 3 years was just across the Baltic Sea."

"INVL Baltic Fund har lyckats avkasta drygt 8 procent under sommaren vilket placerar den på en klar andraplats på vinnarlistan."

INVL team

Margeir Petursson

Independent consultant

Over 17 years experience in asset management

Actively participating in Central and Eastern Europe financial markets since 2001

Vytautas Plunksnis

Board Member, Head of Private Equity

Over 12 years experience in asset management and M&A businesses

Chairman of the board at Investors' association in Lithuania

Vaidotas Rūkas

INVL Asset Management Chief Investment Officer

Over 10 years experience in asset management

Member of the Board of Port of Klaipeda, Member of the Supervisory Board of AS "INVL Atklātais pensiju fonds"

Dainius Bložė

INVL Asset Management Fund Manager

Over 18 years experience in asset management, last 13 working with Russian equities

"AA" fund manager rating on Citywire (April, 2018)

Arvydas Jacikevičius

INVL Asset Management Fund Manager

Over 25 years experience in securities trading

Former SEB Lithuania Head of Equities Unit

Regimantas Valentonis

INVL Asset Management Fund Manager

Over 8 years experience in asset management

Former DNB Lithuania Pension funds manager

Contact

Tomas Dacys, CFA

INVL Asset Management Head of Institutional Sales

tomas.dacys@invl.com

Lukas Alijošius

INVL Asset Management Institutional Clients Project Manager

lukas.alijosius@invl.com
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