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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Information Alert Regarding the Unauthorized Use of EVERGENT Investments’ Identity
EVERGENT Investments informs investors and potential investors about the recent identification of fraud attempts through which unauthorized individuals use the company’s name and image to promote false investment offers.
EVERGENT Investments Invests in Romanian Commercial Aviation by Becoming a Shareholder of Anima Wings
EVERGENT Investments’ entry into the commercial aviation sector, represents a new stage in its portfolio diversification by adding an investment with significant growth dynamics compared to the current strategic sectors. The partnership with Anima Wings is a country project - a commitment to the Romanian economy. Anima Wings has the potential to become a local leader in its industry. By consistently implementing EVERGENT Investments’ Investment Policy to invest in Romania, we support the growth of entrepreneurial local companies that show a potential for long-term growth.
EVERGENT Investments shareholders approved all proposals of the Board of Directors at the General Meetings A record net result of RON 378 million in 2025 and an ambitious investment program for 2026
The most important resolutions include:
· The amendment of the maximum buyback price from RON 3/share to RON 4/share for a maximum of 43,300,000 own shares, representing 4.86% of the share capital, for the continuation of the program approved by the EGMS on October 29, 2025.
· The separate and consolidated financial statements for the financial year ended on December 31, 2025, accompanied by the auditor’s opinion and the annual reports of the Board of Directors.
· The allocation of the net profit achieved in the financial year ended on December 31, 2025, in the amount of RON 258,300,238, to “Other reserves”, to support the investment programs.
· The Activity Program and the Revenue and Expenditure Budget for the year 2026.
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.