pexels-photo (1).jpg
city-streets-skyline-buildings.jpg
bridge-bricks-steel-cables-suspension-bridge.jpeg
agreement-business-clapping-990817.jpg
man-hands-working-technology.jpg
pexels-photo (1).jpg

About Us


SCROLL DOWN

About Us


About us

 

MUNDUS Asset Management is an investment manager licensed by the Bank of Lithuania. We provide asset management services for well-informed investors with the best interests of the client in mind. MUNDUS is partly owned by INVL Asset Management.

 

MUNDUS manages the Mundus Bridge Finance and Mundus Mezzanine funds

 

city-streets-skyline-buildings.jpg

People


People


People

 

Audrius Mozūras, PARTNER

Before joining MUNDUS Audrius held positions of Chief Economist at the national central bank‘s Systemic Risk Modelling Division, Corporate Finance Specialist at a regional investment bank Evli Securities and Equities Analyst for a EUR 180m portfolio at a London-based hedge fund GLG Partners.

Audrius has a Master‘s degree in Quantitative Economics and Finance from the University of St. Gallen, Switzerland and a Bachelor‘s degree in Economics and Business Administration from the Stockholm School of Economics in Riga, Latvia. In addition, Audrius specialised in Corporate Mergers & Acquisitions as part of the Zaeslin and Maag Programme for Law & Economics.

e-mail: audrius@mundus.lt
mobile: +370 672 30426

 

Martynas Grikinis, PARTNER

Before joining MUNDUS Martynas was the  Head of Investment Strategy at the private banking unit of an international bank SEB. Prior to that he held positions of Wealth Management Advisor and Portfolio Manager at a regional asset manager Evli Securities overseeing investment strategy implementation for institutional clients across the Baltics.

Martynas has a Bachelor's degree in Business Administration from the ISM University of Management and Economics, Lithuania. Martynas also holds a Financial Broker Consultant licence from the Bank of Lithuania.

e-mail: martynas@mundus.lt
mobile: +370 610 25696

 
Andrej Cyba.jpg

ANDREJ CYBA, BOARD MEMBER

Andrej holds the position of Chief Business Development Officer at one of the leading asset management companies in Lithuania INVL Asset Management and the position of Chairman at the financial brokerage company INVL Finasta. Andrej also chairs the Supervisory Board at the INVL Asset Management's Latvian pension fund affiliate. In addition, Andrej is an Independent Board Member at one of the largest groups of dairy product companies in the Baltics - Vilkiškių pieninė. In his previous managerial roles at asset management, financial intermediation and banking companies Andrej has gained valuable business management and capital raising experience.

Andrej earned a Bachelor’s degree in Management and Business Administration from the Vilnius University, Lithuania. Andrej also holds a Financial Broker General licence from the Bank of Lithuania.

 
Audrius Matikiūnas.jpg

AUDRIUS MATIKIŪNAS, BOARD MEMBER

Audrius holds the position of Legal Manager of Private Equity Investments at one of the leading asset management companies in Lithuania INVL Asset Management and the position of Board Member at the Lithuanian Investment Manager's Association. Prior to that Audrius acquired investment legal risk management experience and in-depth understanding of financial market regulation as a Compliance Officer at an international bank SEB and as a Lawyer at Bank Finasta.

Audrius has a Master's degree in Law from the Mykolas Riomeris University, Lithuania.

bridge-bricks-steel-cables-suspension-bridge.jpeg

Mundus Bridge Finance Fund


Mundus Bridge Finance Fund


Mundus Bridge Finance Fund

 

MUNDUS Bridge Finance (MBF) fund's objective is to generate stable growth of capital via private debt investments in fast growing alternative finance companies. Target companies are expected to have limited access to traditional sources of financing, yet should be able to generate strong cash flow. The engages in active strategic management of target companies, while maintaining liquidity provision with the help of revolving short-term financial instruments.

Diversifying strategy: low correlation to traditional asset classes and public markets makes MBF an attractive addition to investors’ portfolios

shield114.png

Preservation of capital: stable yield and low volatility of secured debt instruments facilitates capital preservation

coins1.png

Return potential: MBF exploits profitable opportunities in undersaturated private debt markets

progress.png

High growth segment: Alternative finance is a rapidly expanding sector with an increasing number of staggering success stories

 

Net Asset Value (Trailing 2Y)

Fund unit value: 143.1221 euro
Fund unit value change over the month: 0.58 percent
Fund unit value change year to date: 4.48 percent
Fund unit value change over 12 months: 6.51 percent
Synthetic* expected shortfall: 37.4 percent
Information updated: 2019-07-31

Fund Unit Value

(euro) 2015 2016 2017 2018 2019
January 106.0877 116.4333 127.3612 137.9463
February 106.9052 117.3518 128.2564 138.9065
March 107.7425 118.2367 129.1204 139.7833
April 108.5976 119.1724 129.9407 140.5907
May 100.0000 109.4230 120.0675 130.8587 141.4357
June 100.7052 110.2837 121.0003 131.7750 142.2917
July 101.4182 111.0999 121.8920 134.3728 143.1221
August 102.1740 111.9443 122.8058 134.6450
September 102.9454 112.8229 123.7121 134.9292
October 103.7253 113.7244 124.6259 135.5826
November 104.5234 114.6200 125.5431 136.2595
December 105.3381 115.5594 126.4667 136.9795

* Quantitative risk assessment is performed using historical data of high yield bonds adjusted for concentration risk, due to the short history of target companie's activity

 

OPPORTUNITIES FOR ALTERNATIVE FINANCING VENTURES

handshake.png

If you are a young and rapidly growing business engaged in non-bank lending with an appetite for stable external funding, we can offer you a strategic partnership. More information can be found here.

agreement-business-clapping-990817.jpg

Mundus Mezzanine Fund


Mundus Mezzanine Fund


MUNDUS MEZZANINE FUND


Mundus Mezzanine fund‘s objective is to generate long-term growth of capital via private corporate debt investments by benefiting from the underutilisation of financial leverage in the region. Fund‘s team creates value within target companies by providing mezzanine financing intended to achieve economies of scale and realize other synergies, improve governance, facilitate specific project‘s transition from the capex to the cash flow generating state. Main investment objectives of Mundus Mezzanine are:

meeting.png
opportunity.png
diagram.png

BUSINESS ACQUISITION

We facilitate acquisitions of operating businesses by qualified teams

NEW CAPACITY / MARKET

We help successful businesses expand their market scope

NEW PROJECT

We support ambitious entrepreneurs in executing their plans

 

Mezzanine – a business financing form with properties of equity and debt capital (originates from Italian mezzanino, in architecture: a low storey in between two other storeys in a building). Mezzanine providers bear a higher portion of business risk relative to traditional creditors and, accordingly, besides earning a fixed interest rate, they also share the profits whilst not becoming shareholders. Advantages of mezzanine to investees and investors:

equity2.png

Financial benefit: Mezzanine capital is considered as equity from the point of view of traditional lenders, thus permitting shareholders to increase financial leverage and return without diluting control. Investors can expect an attractive yield, since contractual mezzanine interest rates are close to average stock returns.

capital.png

Risk management: Mezzanine investors provide the business with capital, development expertise, experience and insights, since they are directly interested in success of the venture. Collateralised shares or other assets permit the investors to enact business restructuring or other means of credit repayment in case of default.

head.png

Opportunities: Mezzanine financing is a flexible form of corporate credit, since interest payment schedule, term of the investment and other criteria are tailored to the needs of the business. Direct private debt financing is common to businesses and offers a great risk-reward ratio to creditors; however, it remains scarcely available to investors in the Baltic States.