The Penta Fund aims not to chase short-term profits on the stock market, but rather to select stable companies with real assets that can grow in the long term. The fund invests in brands that the average person knows from everyday life — Dr. Max, Fortuna, Penta Hospitals, Prima Bank, and premium real estate projects in Prague and Bratislava.
“Investors know exactly where their money is going.” “It’s not an unknown, as is often the case with regular private equity funds,” says Kálal.

Penta Fund evaluates its portfolio every month according to the fair value methodology, collaborates with renowned auditors, and uses consistent cash flow models. “Investors have a clear and regular overview of the fund’s performance. “This openness is as important to us as the yield itself,” adds Kálal.

The historical performance of the Penta Investment Limited group allows the fund to aim for a return of 13-15% annually in gross terms. The Penta Fund strategy is not for everyone. Investors must be prepared to let capital work for at least five years. That is the price for stability and growth potential.

According to Kálal, today’s economy favours those who are brave enough to invest outside the stock market. You have greater control over the investment and own a stake in specific companies. Lower volatility, which means values are not affected by daily market fluctuations. You can also actively influence the strategy, as the fund is an active owner, not a passive observer.

“Our task is to appreciate capital in a way that is understandable, proved, and sustainable in the long term. Investors don’t want surprises; they want results,” adds Kálal.

Tomáš Kálal spoke about this topic in an interview. You can watch or listen to the full interview here and here.