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
Preservation of capital: stable yield and low volatility of secured debt instruments facilitates capital preservation
Return potential: MBF exploits profitable opportunities in undersaturated private debt markets
High growth segment: Alternative finance is a rapidly expanding sector with an increasing number of staggering success stories
|Fund unit value:||128.2564 euro|
|Fund unit value change over the month:||0.70 percent|
|Fund unit value change year to date:||1.42 percent|
|Fund unit value change over 12 months:||9.29 percent|
|Synthetic* expected shortfall:||34.9 percent|
* 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
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.
mobile: +370 672 30426
Before joining MUNDUS Marius was heading the Coordinating entity of state-owned enterprises. His previous experience includes positions of Investment Project Manager at a property and financial advisory Resolution Advisers, Equities Analyst at an international bank SEB and non-executive board memberships in several companies.
Marius earned a Master’s degree in Financial Economics from Maastricht University, the Netherlands and Bachelor’s degree in Economics and Business Administration from the Stockholm School of Economics in Riga, Latvia. Marius is a Chartered Financial Analyst charterholder (CFA®). He has also been certified as professional board member by the Baltic Institute of Corporate Governance.
mobile: +370 610 26475
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.
mobile: +370 610 25696
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 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.
Mundus Bridge Finance Fund documents