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

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.
