Invalda

Invalda INVL employs over 150 professionals across its operations in Lithuania, Latvia, and Estonia.

The investment team comprises 66 investment professionals, with 30 senior members possessing significant experience in alternative asset management, private equity, and institutional investing.

The group was founded by individuals with strong academic backgrounds who sought to contribute meaningfully to Lithuania's economic development following independence.

This founding vision continues to shape the company's culture of rigorous analysis, long-term thinking, and commitment to creating sustainable value.

Invalda INVL's leadership emphasizes responsible decision-making and has integrated ESG principles throughout the organization, joining the UN-supported Principles for Responsible Investment (PRI) alongside its INVL Asset Management subsidiaries in Lithuania and Latvia.

Invalda INVL is a leading asset management group in the Baltic States, founded in 1991 by a group of academics committed to creating economic value in Lithuania.

With over 30 years of investment experience, the company has grown into one of the region's most prominent financial institutions, managing approximately EUR 2 billion in assets under management as of 2025, representing year-over-year growth of 26.9%.

The group specializes in alternative investment management, including private equity, real assets (real estate, agricultural land, forests, infrastructure, and renewable energy), and private debt, while also offering traditional asset management services such as pension fund management in Latvia and portfolio management.

Invalda INVL has been publicly listed on the stock exchange since 1995 and has distributed EUR 87.4 million to shareholders through dividends and share buybacks over its history.

As one of the leading asset managers in Central and Eastern Europe, Invalda INVL operates across Lithuania, Latvia, and Estonia with a team of over 150 employees, including 66 investment professionals, 30 of whom possess significant industry experience.

The company's investment philosophy emphasizes long-term returns, financial security for investors, and the integration of environmental, social, and governance (ESG) factors into all investment decisions.

Their core values center on client focus, responsible decision-making, openness to change, and transparency.

Alternative Investment Management

Invalda INVL's alternative investment platform encompasses three primary segments:

- Private Equity: The flagship product is the INVL Baltic Sea Growth Fund, the largest private equity fund in the Baltic States, with the European Investment Fund (EIF) as a major investor.

The fund focuses on mid-market companies across the region.

- Real Assets: The group manages investments in real estate, agricultural land and forests, infrastructure projects, and renewable energy initiatives, providing diversified exposure to tangible asset classes.

- Private Debt: Specialized lending and financing solutions for growth-stage companies and established businesses.

Traditional Asset Management

The group operates pension funds in Latvia and provides portfolio management services across the Baltic region, serving institutional and retail investors.

Family Office Services

Invalda INVL offers comprehensive family office services throughout Lithuania, Latvia, and Estonia, managing both direct and indirect investments for high-net-worth families and individuals seeking professional wealth management and succession planning.

Invalda INVL is headquartered in Vilnius, Lithuania, where the company was founded in 1991.

The group maintains a pan-Baltic operational footprint with offices in Estonia and Latvia, enabling comprehensive coverage across all three Baltic States.

This regional presence allows Invalda INVL to source deal flow, conduct due diligence, and provide ongoing portfolio support throughout the Baltic region.

The company's investment activities extend beyond the Baltics into broader Central and Eastern Europe through its private equity funds, while its family office services are concentrated in Lithuania, Latvia, and Estonia.

Invalda INVL has established itself as a pioneer in private equity management in the Baltic States since beginning investment activities in 1991.

The group currently manages approximately EUR 2 billion in assets under management, demonstrating strong growth momentum with a 26.9% year-over-year increase.

The company's proprietary capital (net asset value) reached EUR 225.9 million as of mid-2024, representing 18.73 euros per share—a 27.4% increase compared to the previous year.

The first quarter of 2025 continued this growth trajectory, with net assets climbing to EUR 238.1 million or 19.82 euros per share, marking a 30.9% year-over-year increase.

As a publicly-traded company listed since 1995, Invalda INVL has returned EUR 87.4 million to shareholders through consistent dividend payments and share buyback programs.

The group maintains strategic relationships with major European institutional investors, including the European Investment Fund, which serves as the anchor investor in their flagship private equity fund.

Invalda INVL has built its reputation as a pioneer in Baltic private equity management, positioning itself as a bridge between local entrepreneurial companies and international institutional capital.

The group's investment philosophy centers on several core principles:

Long-term Value Creation: Rather than pursuing short-term gains, the firm focuses on sustainable, long-term returns through active ownership and strategic value creation initiatives.

Responsible Investing: Invalda INVL has formally committed to integrating environmental, social, and governance (ESG) factors into its investment process by becoming a signatory to the UN Principles for Responsible Investment (PRI).

This commitment extends across both its Lithuanian and Latvian asset management operations.

Regional Expertise: With over 30 years of experience investing in the Baltic States and Central and Eastern Europe, the firm possesses deep local market knowledge, regulatory expertise, and networks that provide competitive advantages in sourcing and executing transactions.

Sector Diversification: The INVL Baltic Sea Growth Fund maintains a sector-agnostic approach, allowing flexibility to pursue the most attractive opportunities across industries while building a diversified portfolio.