Equity Fund Serdica

The fund focusses on a limited number of private companies to execute a buy-and-build strategy that maximizes growth over the fund period. In that journey, we partner with managers and owners that share our view and value our hands-on approach.

When investing in companies in a growth stage, we will focus on businesses that have the potential to develop their product/service, operate in a high-growth market, or hold a specific competitive advantage. When investing in mature companies, we will look for strong market position vs. competitors. The Fund will strive to invest in companies with qualified and experienced teams and feasible business models.

The Fund will constantly consider opportunities to establish partnerships and cooperate with other investment funds, platforms, etc. Our global network of contacts in industry, finance and government provides us with a unique ability to not only attract co-investors, but select ones that can help investees expand their reach.

We seek value through

Quantitative measures of earnings, cash flow, dividend yield and assets
A qualitative evaluation of management, competitive advantages and impact of the industrial cycle
A rigorous and consistent investment approach, which is maintained through changing economic and financial conditions.

Geographically, we will seek global opportunities, while remaining focused on Bulgarian companies and growth-leaders, namely Europe and Asia.

The information provided on this web site should not be considered by investors as an offer, advice or recommendation for purchase or sale of shares in the alternative investment funds or any other financial or non-financial assets. The shares of AIFs are intended for professional investors as defined by MIFID. The value of the funds’ shares and the income therefrom may decline, the profit is not guaranteed and investors may not recover the full amount invested. Investments in alternative investment funds are not guaranteed by a guarantee fund, established by the State or any other warranty. The past performance of the funds is not necessarily indicative of future results.