24,6

bln CZK

Fund capital 31. 1. 2024

82

K

Investors

9

Funds under Management

Company

INVESTIKA, investiční společnost, a.s. (“INVESTIKA”) is a 100% Czech-owned investment company licensed by the Czech National Bank to manage and administer investment funds. It provides a wide range of investment services.

INVESTIKA focuses primarily on real estate investments in Czech and Central European markets. We offer investors to benefit from our professional approach, many years of experience of our team and the benefits of Czech legislative framework.

Transparency

Our portfolio of investment products and services is transparent and straightforward.

Professional fund management

All investment funds and their assets are managed and administered with expert care by industry professionals.

We team up with major partners

INVESTIKA works with major financial advisors and renowned consulting agencies.

Uniquely experienced, also beyond real estate

We have been active in the investment industry for more than 20 years. Therefore, our clients benefit from our thorough finance, legal and tax expertise.

Board of Directors

Petr Čížek

Chairman of the Board of Directors

A graduate of the Faculty of Economics at the University of Economics and Business (VŠE), Prague, Petr worked at the Czech branch of HSBC Bank plc. until 2007.

During his time at HSBC, Petr was involved in many transactions executed by international and Czech companies. In 2003, he had a key role in arranging a syndicated CZK 9 billion guarantee facility provided by a consortium of fourteen international banks to Česká správa letišť s.p. (Czech Airport Administration) to secure financing for the construction of Terminal 2 at Václav Havel Airport Prague.

After leaving the banking, Petr co-founded Bohemia Real Estate Investments (BREI), a company specializing in investment on the Czech and Central European real estate market. In 2008, BREI acquired over 300 buildings and properties from Telefónica O2, raising funds for this transaction from a group individual investor and through bank loans. He carried out the transaction with his brother Jan, current chairman of INVESTIKA’s supervisory board, and also with Milan Růžička, acting vice-chair of INVESTIKA’s board of directors.

Milan Růžička

Vice-Chairman of the Board of Directors

Milan is a graduate of the Faculty of Economics of the University of West Bohemia, Plzeň. After several years at Česká spořitelna and completing his broker qualification exams in 1993,

he joined the brokerage department at the Prague branch of Všeobecná úverová banka (VÚB banka), and later Československá obchodní banka (ČSOB). In 1999, he left the banking sector to join Jan Čížek in setting up investment intermediary firm INTERLIFE, s.r.o.

Since 2006, Milan has been the chairman of the board of directors at Rentera, a provider of investments in long-term lease properties and the hospitality sector. He has also chaired the board of directors at developer REALACTIVA since 2012. Milan is currently the chairman of the supervisory committee at the Czech Association of Financial Advisors and Intermediaries (ČSAF). In 2015 he joined INVESTIKA’s board of directors as the vice-chairman, responsible for financial and risk management, leveraging his years of experience in financial markets, securities trading and real estate

Václav Kovář MRICS

Member of the Board of Directors, Portfolio Manager

After graduating in economics from the Czech University of Life Sciences and the Technological University Dublin and then in real estate from the University College of Estate Management in England,

Václav joined the sales department of Knight Frank real estate consulting company in 2007. By 2015, he had advanced to associate director. In this position, he had the opportunity to build from the ground up a new department of distressed assets, specialising on the sale of collaterals on behalf of financial institutions. As a team leader, he co-ordinated the drafting of documents required for real estate asset sales, supervised due diligence processes, and arranged estimations of asset sale values.

In 2015, after several years of preparation, he fulfilled the practical and theoretical qualification criteria for admission as a member to the multinational Royal Institution of Chartered Surveyors, a globally recognized professional body active since 1868 for maintaining and enforcing qualifications and standards in the real estate industry.

Václav joined INVESTIKA in 2017. As a portfolio manager of INVESTIKA real estate fund, he oversees hands on the performance of one of the Czech Republic’s major mutual investment fund.

Timeline

History of INVESTIKA

INVESTIKA was founded in 2015. However, the members of the team behind its creation and long-term successful operation have experience working on the financial market dating back to the 1990s. In renowned institutions such as HSBC Bank, Česká spořitelna, ČSOB, Všeobecná úvěrová banka, Knight Frank, they acquired extensive knowledge in the field of securities trading, the functioning of capital markets, investment consulting and the financing of mergers and acquisitions. In the end, they decided to put their know-how to good use by founding a company with the vision of bringing understandable investing to the general public.
In September 2015, INVESTIKA investment company launched its flagship in the field of collective investment: INVESTIKA realestate fund, an open mutual fund focused on commercial real estate. At the time when the INVESTIKA real estate fund was established, the people at its head already had many years of experience in the real estate market and more than one million square meters of commercial real estate traded. Thanks to this, today INVESTIKA real estate fund is the largest non-bank real estate fund in the Czech Republic and Slovakia.

In 2018, the INVESTIKA investment company also established its first fund of qualified investors, DYNAMIKA, aimed at financing unique development projects. An example is the top MOLO Lipno Resort, whose already completed residential part won several prestigious awards.

The year 2019 brought the exceeding of the target of 5 billion crowns under management, which was due, among other things, to the largest acquisition of the INVESTIKA real estate fund up to that time - the purchase of the Galerie Butovice shopping center in Prague.

A year later, funds from the INVESTIKA family proved their long-term stability even during the Covid-19 pandemic and continued to grow. By the end of 2019, their aggregate fund capital had risen to more than 7 billion crowns.

The year 2021 brought the first two acquisitions of the INVESTIKA real estate fund abroad and thus became an important milestone for the future expansion of the fund. The number of INVESTIKA investment company clients exceeded 50,000 at the end of the year.

In 2022, thanks to other domestic and foreign acquisitions, the INVESTIKA real estate fund moved to the position of the largest non-bank retail real estate fund in the Czech Republic and Slovakia. On September 1, 2022, a new MONETIKA fund was added to the INVESTIKA family of funds, which serves as an excellent alternative to savings accounts in banks. By the end of 2022, the fund capital of the investment company INVESTIKA exceeded 17 billion crowns, and 61,000 clients were already evaluating the money in its funds.