15,5

mld. CZK

fund capital as of 31.10.2022

57,5

K

Clients

8

Managed funds

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 b;roker 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.

History

History of INVESTIKA

The INVESTIKA investment company was founded back in 2015. However, the team standing behind its establishment and successful operations has experience in the financial market going back to the 1990s. Our people gained in-depth knowledge of securities and capital markets, including investment consultancy and financing of mergers and acquisitions in such renowned institutions as HSBC Bank, Česká spořitelna, ČSOB, Všeobecná úvěrová banka, Knight Frank and others. They decided to develop and utilize their experience within INVESTIKA investiční společnost they founded.

In September 2015, INVESTIKA established its flagship investment fund in the field of collective investment focusing on the real estate market: the INVESTIKA real estate fund (operating as open-ended unit trust). At the time when INVESTIKA established the fund, the people entrusted with its management already had many years of experience on the real estate market, having brokered transactions accounting for more than one million square metres of commercial real estate. Since its establishment, the INVESTIKA real estate fund has become one of the biggest unit trusts on the Czech real estate market.

In 2018, the INVESTIKA investment company extended its operations by establishing its first qualified investor fund named DYNAMIKA, which focuses especially on bonds, claims and equity interests in companies engaged in real estate development.

In 2019, the INVESTIKA real estate fund undertook a number of new acquisitions, including its largest transaction so far – the purchase of the Nové Butovice Gallery shopping centre in Prague. The value of the assets managed by the fund thus exceeded CZK 5 billion as at the end of 2019.

In the autumn of that year, the company established another qualified investor fund, EKONOMIKA SICAV (operating under the name FCG investiční fond SICAV until July 2020), which aims to achieve stable appreciation of assets without any significant fluctuations and decreases. The EKONOMIKA SICAV fund creates, in turn, various subfunds for specific investment purposes. The first was EKONOMIKA subfund, whose investment strategy is to also invest in projects outside the real estate sector.