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 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.
EVERGENT Investments offers a 7.64% dividend yield
The Board of Directors convenes the Ordinary and Extraordinary General Meetings for April 29/30, 2025
● The Board of Directors proposes a gross dividend of RON 0.11/share, with a 7.64% yield.
● RON 97.8 million is the estimated fund allocated to dividends in 2024.
● The own share buyback operation is within 4.46% of the share capital.
● The net result of RON 263.66 million increased by 29.4% compared to 2023.
● The value of assets under management was RON 3.38 billion on December 31, 2024.
Conference Call regarding the unaudited preliminary financial results for the year 2024
EVERGENT Investments will host a conference call in Romanian on March 4, 2025 at 15:00, Romanian time (CET+1) to discuss the unaudited preliminary separate financial results for 2024.
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.