BalkanBalkan

Balkan invests in negotiable securities, mainly equities and equity-related securities listed on different official stock exchanges, primarily in the Balkans. The economic growth in the region is still in an initial phase and has thus great potential.

The countries are characterised by high economic growth rates, an increasing standard of living and high productivity, but they remain financially far behind the rest of Europe. Therefore, we expect the convergence process - in which the countries are catching up financially with Western Europe - to last yet another 40 years.

Contact usContact us

Any enquiries or questions in regard to the products can be directed to:

Henrik Schmidt
Head of Global Business Development

Strødamvej 46
DK-2100 Copenhagen Ø
Tel.: (+45) 45 13 96 66

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Product detailsProduct details

Over the past 10 years, Eastern European economies have experienced an economic convergence relative to Western Europe primarily due to the market reforms and institutional changes implemented ahead of EU accession. 

Balkan invests in listed and non-listed companies that are well-positioned to take advantage of the convergence structural trends in the Balkans. Therefore, we believe that the stock selection process is the ultimate determinant of strong performance within this asset class. The investment process consists of four steps:

  • Identification of investment universe,
  • Idea generation,
  • Stock selection,
  • Portfolio construction.
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