PLUS – we do Plus actions that help manage risks when markets fluctuate:

Baltic Equity – we invest in companies in the Baltic region. We, one of the largest teams of investment managers in the region, understand our home region, so we are able to identify and realise the ideas here that have a higher return potential. We constantly analyse the shares of the Baltic region, so we can quickly detect when the Baltic stock markets go unnoticed on the horizon of the world’s major investors.

We are not limited to the Baltic countries; we are also looking for unique investment solutions. For example, we are financing the renovation of apartment buildings in Lithuania, which will not only reduce dependence on the consumption of imported natural gas, but will also create new jobs and improve the quality of life for the owners of renovated homes.

Alternatives (asset classes) – we direct part of the investment portfolio to private alternative markets. The group’s parent company Invalda INVL has been investing in private equity markets for 30 years. Our experience and accumulated knowledge as an investment group allows us to successfully identify niches in private markets and take advantage of their potential. Therefore, we are directing part of our investment, which can reach up to 30% in the long run, to private markets. In this way, we can invest in unlisted companies, real estate, and infrastructure and energy facilities such as solar and wind power plants.

Private alternative markets are an attractive investment destination due to:

Higher returns. Private markets are much less liquid than public ones (quick and easy recoup of investments); this insignificant shortcoming in the context of long-term investment is usually offset by higher returns.

More stable asset value growth. All funds that follow indices move according to similar laws in public markets, so their dynamics do not differ much. The niche segments of private alternative markets are also affected by other global events and factors, which help ensure more stable asset value growth.

Bond Single Picks and Active Bond Funds – we actively invest in individual government and corporate bonds. Bonds are considered a safe-haven asset, but investing in bonds from developing countries or riskier companies can yield higher returns. Therefore, by combining bonds with different risks, we create a balanced bond portfolio and aim to improve risk and return targets.

We invest a significant portion of our bond portfolio directly in securities, which helps reduce costs and save more for the customer.

In the bond part, we also invest in opportunities not available in public markets – alternative assets such as private debt.

Tactical bets – we make rare but as accurate as possible tactical decisions, distinguishing a region, sector or level of risk when we see excessive optimism or pessimism, without fear of choosing the opposite path, but always remembering that the there is one long-term direction of investment – that is up.