The Invalda INVL group currently manages alternative mutual funds with investments in private equity, real assets and private debt, and also invests in world-class third-party funds, provides family office services in the Baltics and manages pension funds in Latvia.
The Invalda INVL group is known as a long-time player and reliable partner in the market. We seek to provide investors with a long-term return, make a significant contribution to the development of the local capital market, and have a positive impact on the economy of the Baltic region.
Since its creation in 1991, Invalda INVL, together with partners, has carried out numerous acquisitions, business sales and capital-raising transactions with a total value of over €2 billion.
CEE market experts
Over the course of 30 years, we have been successfully investing in Central and Eastern Europe, particularly in Lithuania, Latvia and Poland.
Experienced investment team
Our investment management team is one of the largest and most experienced in the Baltics, with a track record of superior performance across different asset classes.
Investments in private equity markets
We’re specialists in private equity markets and manage investments in most private market asset classes. In each of them, we aim to be the best in terms of investment performance.
The Invalda INVL group has contributed significantly to the development of the local capital market. The shares of the parent company Invalda INVL have traded on the Nasdaq Baltic stock exchange since 1995, while the shares of the group companies INVL Technology, INVL Baltic Farmland and INVL Baltic Real Estate have been listed on the exchange since 2014.
The Invalda INVL group has been actively investing in private equity and real estate markets since 1991, in farmland since 2005, in forests since 2017, and in renewable energy since 2021. The group company INVL Asset Management owns the Lithuanian asset management firm Mundus which has been investing in private debt since 2015.
In 2014, Invalda INVL acquired MP Pension Funds Baltic and Finasta Asset Management in Lithuania, and in early 2015 completed the acquisition of Finasta Asset Management in Latvia. A merger of the group companies INVL Asset Management, MP Pension Funds Baltic and INVL Funds was completed in 2015, with the resulting entity, named INVL Asset Management, then operating in the market. The financial brokerage firm INVL Finasta was also established in 2015. Currently operating as the INVL Family Office, it specialises in wealth management services.
In 2022 Invalda INVL acquired the life insurance business of Mandatum Life in the Baltics, and in late 2023 it completed a retail business merger with Šiaulių Bankas involving the transfer to Šiaulių Bankas of its pension and mutual fund business in Lithuania and its life insurance business in the Baltics.
Attentiveness to clients
Every client is important to us. Our whole team of professionals strives to maximally satisfy each client’s needs and achieve the best results.
Responsibility for decisions
In working to create value for investors and society, we take responsibility for our decisions and the results. We carefully weigh risks and act with professionalism and integrity.
Receptiveness to change
We see changes not as difficulties but as opportunities to grow and try new things. We’re open to change and quick to adapt. We aren’t afraid of challenges or complex investments.
We promote an open culture on our team and with investors and business partners. We value mutual trust, transparency and collaboration. We’re open to new ideas and to partnerships that create value.