Evergent Investments S.A.

Overview

Evergent Investments S.A. is a Romanian financial investment company with over 30 years of experience in the capital market, focusing on generating long-term value and consistent returns for its investors. The company's investment strategy centers on two main areas: a listed portfolio strategically concentrated in the financial-banking and energy-utilities sectors, and private equity investments. The listed portfolio is structured around two strategic pillars: financial-banking and energy-utilities, while the private equity investments aim to create a portfolio with an attractive risk/return ratio and significant long-term profit. The company employs a holistic and procedure-based approach to risk management, balancing business decisions with a medium overall risk profile. With a solid organizational culture and a team with over 90 years of entrepreneurship and 120 years of top management experience, Evergent Investments has achieved a pure alpha of 1.77% higher than the average rate of all Romanian equity funds over the last 10 years. The company is listed on the Bucharest Stock Exchange under the ticker symbol EVER and is authorized by the Financial Supervisory Authority as an Alternative Investment Fund Manager (AIFM).

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