17.1

bln

Fund capital 31.12.2022

61

K

Investors

8

Funds under Management

Company

INVESTIKA, investiční společnost, a.s. (“INVESTIKA”) is a 100% Czech investment company licensed by the Czech National Bank to manage and administer investment funds.

We focus primarily on investing in real estate in the Czech Republic and Central Europe. Our company offers investors a professional approach managed by a team of experienced professionals, within the Czech legislative framework.

Transparent products
and services

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

Professional
fund management

We manage and administer the investment funds’ property with expert care.

Association
with major partners

We co-operate with the largest financial consultancy companies and renowned agencies.

Unique experience
going beyond the real estate market

We have been active in the world of investments for more than 20 years, which gives us a thorough financial, legal and tax background.

Board of Directors

Petr Čížek

Chairman of the Board of Directors

Having graduated from the Faculty of Economics at the University of Economics in Prague, Petr worked in the Prague branch of the multinational HSBC Bank plc., where he stayed until 2007.

During his time at HSBC, he took part in a numerous transactions executed by international and Czech companies and played a leading role in arranging a syndicated CZK 9 billion guarantee facility provided by a consortium of fourteen international banks to Česká správa letišť s.p. (the Czech Airport Administration) in 2003 to secure finances for the construction of Terminal 2 at the Prague airport.

He then left the banking sector to co-found Bohemia Real Estate Investments (BREI), a company searching out investment opportunities on the real estate market in the Czech Republic and Central Europe. In 2008, BREI acquired over 300 buildings and properties from Telefónica O2. BREI obtained the necessary capital for this transaction from a number of private investors and also using bank loans. Petr Čížek worked on the transaction with his brother Jan, the current Chairman of the Supervisory Board of INVESTIKA, and also with Milan Růžička, the acting Vice-Chairman of INVESTIKA’s Board of Directors.

Between 2008 and 2015, Petr Čížek gained further experience as investment manager focusing on the development of Immotel a.s., a joint-stock company holding and managing a real estate portfolio in various regions of the Czech Republic. In 2015, he co-founded the INVESTIKA investment company and also the INVESTIKA real estate fund – an open-ended unit trust which eventually became one of the largest local collective investment funds on the Czech market. He has been the Chairman of INVESTIKA’s Board of Directors since the company’s inception. Petr’s mission is to share his experience in collective investment by offering products comprehensible to the general public.

Milan Růžička

Vice-Chairman of the Board of Directors

Milan graduated from the Faculty of Economics of the University of West Bohemia in Plzeň. After several years in Česká spořitelna and having passed his broker exams in 1993,

he became a member of the broker department at the Prague branch of Všeobecná úverová banka, and later also of Československá obchodní banka. In 1999, he left the banking sector to join Jan Čížek in founding INTERLIFE, s.r.o., an investment mediation company.

Since 2006, he has been the Chairman of the Board of Directors at Rentera, a joint-stock company focusing primarily on investing in real estate with long-term leases and also in the hospitality sector. He has also chaired the Board of Directors of the developer REALACTIVA since 2012. Milan is the Chairman of the Supervisory Committee at the Czech Association of Financial Consultancy and Mediation Companies (ČSAF). Since 2015, he has put his years of experience in the area of financial markets, trading in securities and real estate to work as the Vice-Chairman of the Board of Directors of INVESTIKA responsible for financial management and risk management.

Václav Kovář MRICS

Member of the Board of Directors, Portfolio Manager

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

Václav Kovář joined the sales department of Knight Frank in 2007. By 2015, he advanced as far as the associate director of this real estate consultancy company. In this position, he had the opportunity to build from scratch a new department of distressed assets, specialising closely on the sale of pledged assets for financial institutions. As a team leader, he co-ordinated the drafting of documents necessary for the sale of real estate assets, supervised due diligence processes, and arranged for estimations of the sale value of assets.

In 2015, after several years of preparation, he managed to meet the practical and theoretical qualification criteria and was admitted as a member of the multinational Royal Institution of Chartered Surveyors established in London in 1868, focusing on establishing and maintaining the highest possible professional and ethical standards in the real estate industry.

Václav joined INVESTIKA in 2017. As a portfolio manager of the INVESTIKA real estate fund, he is directly involved in ensuring the excellent performance of this important collective investment instrument in the Czech Republic.

History

History of INVESTIKA

INVESTIKA Investment Company was founded in 2015. However, the members of the team behind its establishment and long-term successful operation have experience in the financial market dating back to the 90's. They have acquired extensive knowledge of securities trading, capital markets, investment advisory and M&A financing in renowned institutions such as HSBC Bank, Česká spořitelna, ČSOB, Všeobecná úvěrová banka
and Knight Frank. They eventually decided to capitalize on their know-how to establish a company with a vision to bring understandable investing
to the general public.

In September 2015, INVESTIKA Investment Company launched its flagship in the field of collective investment: the INVESTIKA Real Estate Fund,
an open-end mutual fund focused on commercial real estate. At the time INVESTIKA real estate fund was created, the people in charge of the fund 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, INVESTIKA real estate fund is today the largest non-bank real estate fund in the Czech Republic and Slovakia.

In 2018, INVESTIKA Investment Company also established its first qualified investor fund, DYNAMIKA, focused on financing unique development projects. An example is the cutting-edge MOLO Lipno Resort, whose already completed residential part has won several prestigious awards.

The year 2019 brought the surpassing of the CZK 5 billion under management mark, which was due, among other things, to INVESTIKA real estate fund's largest acquisition to date - the purchase of the Galerie Butovice shopping centre in Prague. 

A year later, the INVESTIKA family of funds proved their long-term stability even during the Covid-19 pandemic and continued to grow. Their aggregate fund capital reached more than CZK 7 billion at the end of 2019.

The year 2021 brought the first two acquisitions of INVESTIKA real estate fund abroad and became an important milestone for the fund's future expansion. The number of clients of INVESTIKA investment company exceeded the threshold of more than 50 thousand at the end of the year.

In 2022, thanks to further domestic and foreign acquisitions, INVESTIKA real estate fund will become the largest non-bank retail real estate fund
in the Czech Republic and Slovakia. In addition, a new fund, MONETIKA, was added to the INVESTIKA family of funds on 1 September 2022, which serves as an excellent alternative to savings accounts in banks. By the end of 2022, the INVESTIKA investment company's fund capital exceeded
CZK 17 billion and 61,000 clients have already appreciated their money in its funds.