INVL Asset Management Reshapes Fund Management Strategy
INVL Asset Management, a prominent alternative asset manager in the Baltic region, has made significant strides by merging with the asset management company Mundus. This transition allows INVL Asset Management to directly oversee the INVL Bridge Finance private debt fund, marking a new chapter in its evolution.
"We are confident that consolidating our fund management under one roof will enable us to optimize our human resources and utilize our extensive expertise in the alternative investment landscape more effectively. This move is designed to create enhanced value for our investors and portfolio companies alike. After the reorganization, operations of Mundus have ceased. Fund clients do not need to take additional action," states Paulius Žurauskas, CEO of INVL Asset Management.
Overview of INVL Bridge Finance
Originally established as an open-ended fund for informed investors in March 2015, INVL Bridge Finance is positioned for growth and sustainability. INVL Asset Management became the sole shareholder of Mundus, the prior management entity of the fund, in February of the previous year. Following the integration into the Invalda INVL group framework, the fund was renamed INVL Bridge Finance in November, reflecting its updated shareholder structure.
Continuity in Management Structure
Viktorija Vaitkevi?ien?, the Executive Partner of INVL Bridge Finance, highlights that while the management company is changing, the fund will continue to benefit from the same experienced team, now aligned with INVL Asset Management. This transition aims to ensure investors receive consistent management quality and performance.
Investment Strategy and Performance
INVL Bridge Finance is dedicated to delivering stable and long-term returns by investing in bonds of companies that require debt capital for growth. Since its inception, the fund has executed over 200 transactions across 25 companies, currently managing 6 active investments. A significant portion of its investment portfolio includes alternative finance companies that capitalize on raised funds to bolster their operations and expand lending capabilities. Moreover, the fund actively invests in businesses focused on building maintenance, engineering solutions, and real estate ventures.
As of late November 2024, the total assets under management for INVL Bridge Finance stand at EUR 36.9 million. Investors have enjoyed a remarkable net return exceeding 104% since the fund’s launch, with an average annual return of approximately 8%.
About INVL Asset Management
With a robust history, INVL Asset Management is recognized as the leading alternative asset manager in the Baltic region. We are dedicated to delivering superior risk-adjusted returns to investors while making a positive impact on our local economies.
Part of the Invalda INVL group, we boast over 30 years of experience in managing or supervising assets exceeding EUR 1.6 billion. Our diversified portfolio encompasses several asset classes, including private equity, forests, agricultural land, renewable energy, real estate, and private debt. Our offerings also extend to family office services across Lithuania, Latvia, and Estonia, management of pension funds in Latvia, and investments in global third-party funds.
For additional inquiries, you may contact:
Viktorija Vaitkevi?ien?, Executive Partner of INVL Bridge Finance
Viktorija.Vaitkeviciene@invl.com
Frequently Asked Questions
What is the recent change at INVL Asset Management?
INVL Asset Management has merged with Mundus and will directly manage the INVL Bridge Finance fund, enhancing its management capabilities.
Who is Paulius Žurauskas?
Paulius Žurauskas is the CEO of INVL Asset Management, overseeing recent mergers and management transitions within the company.
What is the focus of INVL Bridge Finance?
INVL Bridge Finance aims to provide long-term returns by investing in bonds of companies requiring debt capital, with a strong focus on diverse industries.
How has INVL Bridge Finance performed financially?
Since launching, the fund has reported a net return of over 104%, with an average annual return nearing 8%.
What services does INVL Asset Management offer?
INVL Asset Management provides a variety of services, including private equity management, family office services, and pension fund management across the Baltic region.
