Opportunities Turned into Profit
We are a dynamic and innovative investment fund with a solid organizational culture. With 30 years’ experience on the capital market we capitalize 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 euro.
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 offering 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 explains the rigorous process applied in its business decisions for good briefing of investors
By selling half of SN Nuclearelectrica package in June of this year, EVERGENT Investments collected dividends on the entire position and obtained a substantial profit of 8,6 million lei
EVERGENT Investments publishes specifications regarding its investment decisions, in accordance with its investment policy.
EVERGENT Investments is a long-term institutional investor that has built and manages its investment portfolios through a dynamic allocation, with an in-depth understanding of capital market mechanisms. It generated raw alpha 1,77% higher than the average of equity funds in Romania, and highest capitalization between 2018 and 2021.
Market opportunities are constantly studied, and investment decisions are based on a deep analysis and a careful comparison of increase perspectives for various projects, from several activity sectors. Investment or disinvestment decisions aim to obtain the best short-term, average and long-term risk/reward ratio.
In order to understand EVERGENT’s rigorous decision-making process the example chosen is the SNN program and share analysis.
EVERGENT Investments reports remarkable increases of financial indicators for the first half of this year, compared to the same period of 2020
The global macro-financial environment and fluctuations of international quotations over the last year have tested our business model, strategy and adaptability. The 1st half of 2021 is very important in the history of our company, both in terms of good financial results, and in terms of setting new foundations to continue the Company’s upward trend. The net result, 58% higher than the annual target, proves the strength of our business model and the managerial performance of the entire team.
The third stage of the buyback program of own shares
The third phase of the buyback program takes place between March 29, 2021 and May 7, 2021.
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, successful investments increase 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.