INVL Baltic Sea Growth top Private Equity firms

INVL Baltic Sea Growth: Investing in the Small to Mid Market Across The Baltic Region

INVL Baltic Sea Growth is a private equity fund that invests in companies located in the Baltic region.

The fund focuses on small and medium-sized enterprises that have strong growth potential and are operating in industries such as technology, healthcare, and consumer goods.

INVL Baltic Sea Growth aims to provide investors with high returns by investing in companies that have the potential to become market leaders in their respective industries.

The fund was launched in 2016 and has since invested in several companies, including a healthcare software provider, a cosmetics manufacturer, and a digital marketing agency.

INVL Baltic Sea Growth

INVL Baltic Sea Growth takes an active approach to its investments, providing strategic guidance and operational support to help its portfolio companies grow and succeed.

The fund’s management team has extensive experience in private equity and a deep understanding of the Baltic market, which allows them to identify promising investment opportunities.

Investing in INVL Baltic Sea Growth offers investors the opportunity to gain exposure to the fast-growing Baltic region and to benefit from the expertise of a seasoned private equity team. The fund has a strong track record of delivering high returns to its investors and is well-positioned to continue identifying and investing in promising companies in the region.

Overview of INVL Baltic Sea Growth

INVL Baltic Sea Growth is a closed-end investment company that invests in the Baltic Sea region. The company’s main objective is to provide long-term capital appreciation to its investors by investing in small and medium-sized businesses in the Baltic Sea region.

The company was established in 2016 and is managed by INVL Asset Management, a leading asset management company in Lithuania. INVL Baltic Sea Growth has a diversified portfolio of investments in various sectors, including technology, healthcare, and renewable energy.

INVL Baltic Sea Growth invests in businesses that have strong growth potential and are led by experienced management teams. The company’s investment strategy is focused on identifying businesses that are positioned to benefit from the growth of the Baltic Sea region.

INVL Baltic Sea Growth has a strong track record of delivering returns to its investors. As of June 30, 2023, the company’s net asset value was € 115.9 million, representing a 25.5% increase from the previous year. The company has also paid out dividends to its investors, with a total of € 0.33 per share paid out in 2022.

Overall, INVL Baltic Sea Growth is a well-managed investment company that provides investors with exposure to the growing Baltic Sea region. The company’s investment strategy is focused on identifying high-growth businesses with strong management teams, which has resulted in strong returns for its investors.

Key Strategies of INVL Baltic Sea Growth

Investment Approach

INVL Baltic Sea Growth is a closed-end investment company that focuses on investing in private equity and venture capital funds in the Baltic States. The company’s investment approach is to identify and invest in high-growth potential companies that operate in the Baltic region.

INVL Baltic Sea Growth primarily invests in companies that operate in the following sectors: technology, healthcare, and consumer goods. The company’s investment strategy is to provide capital to companies that are in the early stages of growth and have the potential to become leaders in their respective industries.

The investment company’s approach is to invest in companies that have a strong management team, a clear business plan, and a proven track record of success. INVL Baltic Sea Growth also seeks to invest in companies that have a competitive advantage in their respective markets.

Focus Areas

INVL Baltic Sea Growth focuses on investing in companies that are located in the Baltic States, which include Estonia, Latvia, and Lithuania. The Baltic region is known for its highly skilled workforce, innovative technology, and favourable business environment.

The investment company’s focus areas include:

  • Technology: INVL Baltic Sea Growth invests in technology companies that are developing innovative products and services. The company looks for companies that have the potential to disrupt traditional industries and create new markets.
  • Healthcare: INVL Baltic Sea Growth invests in healthcare companies that are developing new treatments and therapies. The company looks for companies that have the potential to improve patient outcomes and reduce healthcare costs.
  • Consumer Goods: INVL Baltic Sea Growth invests in consumer goods companies that are developing innovative products and services. The company looks for companies that have the potential to create new markets and disrupt traditional industries.

INVL Baltic Sea Growth’s focus areas are aligned with the company’s investment approach, which is to invest in high-growth potential companies that have the potential to become leaders in their respective industries.

Performance Analysis of INVL Baltic Sea Growth

INVL Baltic Sea Growth is an investment fund that aims to generate long-term capital growth by investing in the Baltic Sea region. The fund’s performance is measured against the benchmark index, which is the NASDAQ OMX Baltic Benchmark Index.

Over the past year, INVL Baltic Sea Growth has outperformed the benchmark index, with a return of 17.2% compared to the benchmark’s return of 13.5%. This outperformance can be attributed to the fund’s strong stock selection and sector allocation.

The fund’s top holdings include companies in the technology, financial, and consumer sectors. These sectors have performed well over the past year and have contributed to the fund’s overall performance. The fund also has exposure to small and mid-cap companies, which have outperformed large-cap companies in the region.

INVL Baltic Sea Growth has a relatively low expense ratio of 1.5%, which is lower than the average expense ratio for similar funds in the region. This low expense ratio has helped to improve the fund’s overall performance.

The fund’s risk profile is moderate, with a beta of 0.85. This indicates that the fund’s returns are less volatile than the overall market. The fund has a diversified portfolio, with holdings in several different sectors and countries in the region.

Overall, INVL Baltic Sea Growth has delivered strong performance over the past year, outperforming the benchmark index and generating long-term capital growth for investors. The fund’s strong stock selection, sector allocation, low expense ratio, and moderate risk profile make it an attractive option for investors looking to gain exposure to the Baltic Sea region.

Management Team

Key Personnel

The management team of INVL Baltic Sea Growth is composed of experienced professionals with a strong track record in the private equity industry. The team is led by Kestutis Sasnauskas, who has over 20 years of experience in private equity and investment banking. He is supported by a team of investment professionals with extensive experience in the Baltic region.

The key personnel of INVL Baltic Sea Growth are:

NamePosition
Kestutis SasnauskasCEO
Vytautas PlunksnisInvestment Director
Darius SulnisInvestment Director
Andrius DunauskasInvestment Manager
Mantas KatinasInvestment Manager

Advisory Board

INVL Baltic Sea Growth has an advisory board composed of experienced professionals with a deep understanding of the Baltic region and the private equity industry. The advisory board provides strategic guidance and support to the management team.

The members of the advisory board are:

  • Raimondas Kuodis, Chairman of the Board
  • Andrius Šiaulys, Member of the Board
  • Gintaras Adomonis, Member of the Board

The advisory board meets regularly to review the fund’s investment strategy and provide input on potential investment opportunities. The board’s expertise and guidance are an important asset to the fund’s management team.

Portfolio Companies of INVL Baltic Sea Growth

INVL Baltic Sea Growth is a closed-end investment company that invests in small and medium-sized Baltic Sea region businesses. The company’s portfolio is well-diversified and includes several companies from different sectors.

One of the portfolio companies of INVL Baltic Sea Growth is Elsis TS, a leading provider of IT infrastructure and security solutions in Lithuania. The company has a strong track record of delivering high-quality services to its customers, and its experienced team of professionals is well-equipped to handle complex IT projects.

Another portfolio company of INVL Baltic Sea Growth is Klaipėdos Nafta, a leading oil and LNG terminal operator in Lithuania. The company has a strategic location in the Baltic Sea region, which makes it an important player in the energy market. Klaipėdos Nafta has a strong track record of delivering high-quality services to its customers, and its experienced team of professionals is well-equipped to handle complex energy projects.

INVL Baltic Sea Growth also invests in the healthcare sector through its portfolio company, Northway Medical Centre. Northway is a leading private healthcare provider in Lithuania, offering a wide range of medical services to its patients. The company has a strong reputation for providing high-quality care, and its experienced team of medical professionals is dedicated to improving the health and wellbeing of its patients.

In addition to these companies, INVL Baltic Sea Growth also invests in several other businesses, including the retail sector, real estate, and financial services. The company’s portfolio is well-diversified, which helps to mitigate risk and ensure stable returns for investors.

Future Outlook for INVL Baltic Sea Growth

INVL Baltic Sea Growth has a positive outlook for the future due to its strong investment strategy and experienced management team. The fund will continue to focus on investing in small and medium-sized enterprises (SMEs) in the Baltic Sea region, with a particular emphasis on Lithuania, Latvia, and Estonia.

One of the key advantages of investing in SMEs is the potential for high growth and returns. INVL Baltic Sea Growth has a track record of investing in companies that have the potential to become market leaders in their respective industries. This is achieved through a rigorous selection process and close collaboration with portfolio companies to help them achieve their growth objectives.

The Baltic Sea region has a thriving entrepreneurial ecosystem, with a high number of startups and innovative SMEs. INVL Baltic Sea Growth is well-positioned to take advantage of this trend and invest in companies that have the potential to disrupt existing markets and create new ones.