Q3 2024 Results: Equity and Long-Term Bond Investments Yield Positive Results

The VU endowment fund announces its investment management results for Q3, 2024. In the third quarter of this year, the value of the endowment capital managed by the VU Foundation reached EUR 7.15 million, and the investment management result has reached EUR 1.23 million since January 2019.

"This quarter, the markets showed positive momentum, validating the Fund’s strategy to maintain a high allocation in equities and investments in longer-term bonds. The Fund continues to invest in alternative asset classes. In Q4, we anticipate a significant influx of capital from new fund participants and are actively developing the investment strategy for these funds", says Alius Jakubėlis, Chairman of the Investment Board.

View as PDF here.

Members of the VU Foundation's Investment Board, responsible for professionalism and performance: Alius Jakubėlis (Chairman), Šarūnas Barauskas, Mindaugas Mažeikis, CFA, Paulius Kunčinas, Jurgis Rudgalvis, Tomas Krakauskas, Justas Šaltinis, CFA.