We Invest for a Better Future

We Invest

for a

Better Future

Core
Strategy

Core
Strategy

Anincomestrategyfocusedonstableinterestanddividends
Anincomestrategyfocusedonstableinterestanddividends

01

Sustainable Divinded Growth

Generate stable cash flow through long-term investments in high-quality companies with steadily growing dividends

02

Global Diversification

Pursue consistent interest and dividend income through geographic diversification across high-quality global assets

03

Optimal Risk Adjusted Return

Seek optimal risk-adjusted returns by allocating across asset classes based on their inherent risk characteristics

01

Sustainable Divinded Growth

Generate stable cash flow through long-term investments in high-quality companies with steadily growing dividends

02

Global Diversification

Pursue consistent interest and dividend income through geographic diversification across high-quality global assets

03

Optimal Risk Adjusted Return

Seek optimal risk-adjusted returns by allocating across asset classes based on their inherent risk characteristics

Satellite
Strategy

Satellite
Strategy

Aninvestmentapproachdesignedtogeneratealphafromhigh-growthtechnologiesandinnovativeindustries
Aninvestmentapproachdesignedtogeneratealphafromhigh-growthtechnologiesandinnovativeindustries

01

Long-term Market Exposure

Maintain consistent exposure to long-term growth themes, strategies, and markets to harness the power of compounding over time

02

Event-Driven Opportunities

Capture opportunities arising from macroeconomic shifts, market inefficiencies, and price dislocations

03

Innovation in Emerging Technologies

Invest in world-changing innovators in emerging technologies to generate long-term alpha

01

Long-term Market Exposure

Maintain consistent exposure to long-term growth themes, strategies, and markets to harness the power of compounding over time

02

Event-Driven Opportunities

Capture opportunities arising from macroeconomic shifts, market inefficiencies, and price dislocations

03

Innovation in Emerging Technologies

Invest in world-changing innovators in emerging technologies to generate long-term alpha

Portfolio Snapshot

Portfolio Snapshot

Strategy

Focus on income and capital appreciation investments.

Focus on income and capital appreciation investments.

Interest/Dividends

%

%

Capital Gain

%

%

Currency

Seek stability through asset allocation between USD and KRW.

Seek stability through asset allocation between USD and KRW.

USD

%

%

KRW

%

%

Asset Class

Diversify across equities, fixed income, and alternatives.

Diversify across equities, fixed income, and alternatives.

Alternative Investments

%

%

Stocks

%

%

Bonds

%

%

Investment Process

Investment Process

Step 1

Investment Target Screening

Understand investment network and its markets to assess profitability and growth potential

Step 2

Risk Management

Proactive review of financial and legal risks by investment professionals

Step 3

Investment Committee

Decide whether to invest and determine prerequisites based on a comprehensive Risk Management Analysis

Step 4

Execution and Follow-Up

Periodically check earnings status and changes, and follow up with the Investment Review Committee when risk signs are detected

Step 1

Investment Target Screening

Understand investment network and its markets to assess profitability and growth potential

Step 2

Pre-screen Investment Targets

Understanding the investment network and its markets to assess profitability and growth potential

Step 3

Investment Committee

Decide whether to invest and determine prerequisites based on a comprehensive Risk Management Analysis

Step 4

Execution and Follow-Up

Periodically check earnings status and changes, and follow up with the Investment Review Committee when risk signs are detected

Workforce
Composition

Workforce
Composition

Percentage of investment-related professionals

%

%

AUM

Year 2025

We Create New Value in Life

We Create

New Value in Life

Contact Us

11F, 92, Hangang-daero, Yongsan-gu, Seoul, Republic of Korea

©2024 INVENI. All rights reserved.

Contact Us

11F, 92, Hangang-daero, Yongsan-gu, Seoul, Republic of Korea

©2024 INVENI. All rights reserved.

ENG