About

INVESTMENT APPROACH

Alternative thinking and a continuous search for new ways of thinking are critical prerequisites for generating double-digit differentiated returns. Our investment approach is based on philosophical starting points and consistent application of principles. Markets are inefficient and investment behavior is often irrational. However, even such chaos provides an excellent opportunity for long-term success.

Alternative thinking and a continuous search for new ways of thinking are critical prerequisites for generating double-digit differentiated returns. Our investment approach is based on philosophical starting points and consistent application of principles. Markets are inefficient and investment behavior is often irrational. However, even such chaos provides an excellent opportunity for long-term success.

Skin in the game

Models

Education

Research

History

2014

Establishment of MPEA, a.s. in Bratislava.

History

2015

Establishment of the European company MPEA Group SE in the Czech Republic.

History

2016

Establishment of STONEBRIDGE CAPITAL s. r. o. And leaving the brokerage business. The investment part of STONEBRIDGE is separated from the non-financial MPEA.

History

2017

Strengthening the internal capital structure. The fund ends the year in profit for the 4th year in a row.

History

2018

Establishment of the Da Vinci Fund. The STONEBRIDGE CAPITAL sub-fund is transformed into the Fibonacci Fund.

History

2019

Da Vinci Fund’s first private equity investment. Purchase of a 100% stake in the wholesale distribution of HEALTH FOR ALL medicines. Establishment of the INVESTMENT FUND SICAV. Establishment of the APM ESG FUND fund with a focus on alternative ESG investments.

History

2020

Staff reinforcement and expansion of the investment team. This is the best
and most profitable year in its history for the fund.

OUR TEAM

Martin Pitoňák
CEO, Co-CIO
Stanislav Nemčík
Portfolio manager
David Arvay
VP, Operations
Sandaroo Kumarasinge
Strategy Consultant Middle East & Asia
Ľuboš Polakovič
Financial Analyst
Lukáš Stieber
Financial Analyst
Pridaná hodnota

Engagement

We started in 2014 with our own capital. The investment team has invested a significant portion of its own assets in the fund. Property and moral engagement form a true partnership.

Capital protection

Capital protection is our top priority. We hedge risks through a combination of hedging strategies. High flexibility and a multi-strategic investment approach allow us to achieve above-average results, especially in times of crisis. (March 2020/ + 23%).

Diversification

Bonds, mutual funds, real estate, and private equity investments all carry a high level of risk during turbulent times due to their high correlation with macroeconomic events. Our strategies provide effective diversification for investors and perfectly complement existing portfolios of traditional asset classes.

Liquidity

In the event of a need, we provide investors with unusually quick liquidity of their investments, with no hidden fees.

Market environment

Bond yields at historic lows, sharply rising inflation, and persistently high uncertainty in the global economy, which is reflected in financial market volatility. We perceive the current market environment as very favorable for our strategies.

Success fee model

There is no fairer reward than a reward based on results achieved.

We manage investments through funds, which differ from each other by investment philosophy and strategy, resource allocation and specialization in specific market segments.