VERDI CAPITAL CENTRAL EUROPEAN FUND LTD

  • Verdi Capital Central European Fund Ltd ("Verdi Capital") is a bottom up long/short fund investing in public equities with a long bias
  • Our investment decisions are made based on fundamental analysis exploiting market inefficiencies in Central Europe and Turkey
  • We also invest in Western European equities with significant exposure in the target region
  • Our aim is to generate consistent positive returns with low volatility levels
  • We strive to extract alpha from diversified positions while minimizing the beta exposures

Target Markets

Verdi capital target markets

BLOG

16-04-2013 - Robert Doucha - Rosenbauer

Positive view on the Austrian company which manufactures fire-fighting vehicles

27-03-2013 - Interview with Katerina Zychova

Video interview recorded on March 12, 2013

26-03-2013 - Verdi's views in Hospodarske Noviny

Czech business daily Hospodarske Noviny presented Verdi's views on CEE market

12-03-2013 - Prague Investment Conference

K Zychova and R Doucha were invited to speak at the Prague Investment Conference

13-02-2013 - Robert Doucha - CEE Telecoms

Negative on CEE Telecoms and positive on Turkish and Russian ones

05-02-2013 - Robert Doucha - Austrian Post

Opportunity to invest in quality dividend stock

05-02-2013 - Robert Doucha - Tofas

Interesting investment potential in the Turkish car producer

01-02-2013 - Robert Doucha - Investment idea: Turkey

Verdi has published its current view on investment opportunities in Turkey

02-01-2013 - Robert Doucha - Investment idea: Austria

About the potential of Austrian companies on Vienna Stock Exchange

11-12-2012 - Robert Doucha - Exillon

Russian upstream company improves its outlook for next years

22-11-2012 - Robert Doucha - AMS & AT&S

Shares of Austrian technological companies follow their largest clients Apple and RIM

12-11-2012 - Robert Doucha - Telefonica O2

Czech Telecom operator will be forced to decrease the dividend soon (Czech Only)

17-10-2012 - Robert Doucha - Verbund

Austrian power generator Verbund consolidates its huge foreign expansion. More in Media (Czech Only)

26-09-2012 - Robert Doucha in discussion

Does the economy have a soul? Read the discussion Robert held for the Trade and Finance magazine in Media (Czech Only)

25-09-2012 - Robert Doucha - Polytec

Do you know, who manufactures plastics for BMW, VW and Daimler in Europe? More in Media (Czech Only)

August 2012 - Czech Forbes - Stock Market investing

Read Katerina´s view on the situation on the stock market (Czech only)

10-09-2012 - Robert Doucha - Kapsch

Austrian road toll provider Kapsch - time to grow? (Czech only)

08-08-2012 - Pavel Cermánek - Petroneft Resources

Irish oil producer, listed in London with a very high growth potential (Czech only)

23-07-2012 - Robert Doucha - Andritz

Do you like hydro utilities? Andritz supplies machinery to the whole world hydro utility market and the growth potential is great. (Czech only)

14-06-2012 - Robert Doucha - Investment idea: Nokia

New blog article! Check the Media section (Czech only)

11-06-2012 - Robert Doucha - DO&CO

Commentary on the impact of the European Football Championship on DO&CO company (Czech only)

06-06-2012 - Robert Doucha - Greece

Short commentary on actual situation in Greece - see more in News (Czech only)

04-05-2012 - Robert Doucha - Synthos

Rubber producer based in Czech Republic and Poland. Do you like the world butadiene story? Go for Synthos!

27-04-2012 - Robert Doucha in Lidove noviny

Commentary on government bonds + Interview with Robert. See the Media section

24-04-2012 - Robert Doucha - ACE

Iron foundry for automotive industry? - ACE!

10-04-2012 - Robert Doucha - LPP

Polish fashion company LPP to become a world player

02-04-2012 - Robert Doucha - Lenzing

Opinion in Hospodarske Noviny - Textile company from Austria - Lenzing

05-03-2012 - Robert Doucha - TV commentary

Robert Doucha have commented the situation in Russia in the Czech TV CT24. See the Media section

21-02-2012 - Robert Doucha - Investment idea - Turkish Airlines

New blog article! Read more in the Media section.

06-01-2012 - Robert Doucha - Volkswagen, World´s number 1 car manufacturer

New blog article! Read more in the Media section.

01-12-2011 - Czech Forbes - From Ostrava to the Wall Street

Read more about the astonishing story of the founder of Verdi Capital - Katerina Zychova in the Media.

02-08-2011 - US debt-limit - very unconvincing

The resolution of the US debt-limit crisis has not satisfied the markets. Its short-lived, positive influence was followed by a huge sell-off in the US as well as in Europe. The worst hit on Monday was Italy with -3.9%, and the least hit was Turkey which dropped only 0.5% (and gained 0.7% in EUR terms).

20-07-2011 - EU Summit Eve

Investors are expecting a “Super Thursday“ or a “Black Friday”…while looking at the Italian market close (+3%) – the expectations are very high. Euro/USD  is up and the Swiss Franc keeps its “Gold like” status.

No good news from Turkey – their CAD (current account deficit) is not narrowing. People are on tender hooks regarding tomorrow’s CBT meeting and any potential solution. Furthermore, there won’t be a rate hike, hence no support for Turkish Lira.

13-07-2011 - Verdi Capital Web Site Online

Welcome to our web site.

25-05-2011 - Launch of Verdi Capital Central European Fund Ltd

Dear Investors, Verdi Capital Team officially launched its Fund. You can find the announcement in [PDF] and here.