Generali
Generali Growth Equity Fund, special investment fund, is an alternative investment fund established and managed by Generali Investments, holding the status of a special investment fund pursuant to a decision of the securities market agency.
About the fund
Generali Growth Equity Fund will support and invest in small and medium sized enterprises (“SMEs”), midcaps and their senior managers in growing and developing their business.
It is committed to adding value and to provide growth or expansion capital to investee companies, achieving companies’ long term objectives.
| Fund manager: | Generali Investments |
| Primary geographical focus: | Slovenia |
| Secondary geographical focus: | Croatia, Hungary, Romania, Bulgaria |
| Target companies: | SMEs or small midcaps with prospects for strong growth and expansion
Companies in the process of ownership restructuring Companies with sustainable competitive advantages Companies with developed commercial products that require capital for growth |
Who we are
We are the oldest asset management company in Slovenia and one of the leading in the region of South-East Europe.
Generali Investments – Management Company LLC (previously KD Funds) manages the Generali Growth Equity Fund. Since pioneering by establishing the first Slovenian mutual fund, Galileo, in 1992 and the first Croatian mutual fund, KD Victoria, in 1999, we have always been distinguished by tradition, excellence in asset management, and the trust placed in us by investors and experts alike.
In recent years, we have received numerous awards both in Slovenia and abroad for our superb management performance. In the nine years’ history of the awards presented by the magazine Moje finance, a KD Funds (now Generali Investments) manager has been selected as the top fund manager of the year six times. At the beginning of 2019, the independent international rating agency Morningstar ranked KD Funds (now Generali Investments) among the top 9% of the world’s best management companies.
Active approach to management
Through its companies based in Ljubljana, Zagreb and Skopje, Generali Investments is present in the entire SEE region.
Our local presence, knowledge and analyst capabilities in the diverse SEE region are invaluable for investment decisions.
Local expertise is essential for investing in economies where corporate governance and reporting standards follow the specificities of the local environment.
Investment Criteria
We help Slovenian business stars grow into global winners. Being a responsible co-investor, our wish is to work with ambitious entrepreneurs looking for ways to further upgrade their success stories.
| Fund manager: | Generali Investments |
| Investment size: | Investment in a single investee company may range between EUR 2 million and EUR 7 million (where needed by an investee company, the Fund may invest more than EUR 7 million) Depending on each investee company’s requirements, our focus is on minority stakes (around 25%) or majority stakes (around 75%) |
| Investment type: | The Fund can invest in the form of equity or quasi-equity instruments |
| Target company size at the time of investment: | Revenues: EUR 1.5 million to EUR 50 million EBITDA: EUR 400,000 to EUR 5 million |
| Investment period: | The average investment period ranges between 5 to 7 years |
Team
Simon Mastnak
Director of the Private Equity Sector
simon.mastnak@generali-investments.siHe graduated from the Faculty of Economics at the University of Maribor where he also received his MSc degree. He has over 19 years of experience in finance, of which 12 in executive roles.
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Peter Bezlaj
Deputy Director of the Private Equity Sector
peter.bezlaj@generali-investments.siHe graduated from the Faculty of Economics at the University of Ljubljana where he also received his MSc degree. He holds a license of a Certified Business Appraiser of the Slovene Institute of Auditors.
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Žiga Cajzek
Investment Manager
ziga.cajzek@generali-investments.siHe graduated from the Faculty of Economics at the University of Ljubljana. He has over 3 years of experience in fund management services and operations.
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