Our Approach
We create wealth | We build an investment society
Carpathia Investing Club (CIC) was founded in 2021, as a result of several years of business exposure and investments in international markets.
For first time investors, the club’s activity is based on a combined educational and practical approach that emphasizes the need of a proper understanding of the basic principles that govern the stock market before starting to invest. For more experienced investors and institutional investors, the club works as a networking forum that offers the opportunity to discuss and analyze various investment opportunities in private and publicly traded companies.
On constant basis, CIC brings together investment opportunities from the local market in which members can invest individually.
Global Reach
Long-term investing with global exposure
Thorough analysis, diversification and a worldwide approach: the pillars that guide our business and activity. In order to achieve our mission and to fulfill our commitment towards our members and investors, we build investment bridges between local investors and international markets.
For our investors from Romania or from Romanian diaspora, we constantly analyze the American market in search for investment opportunities that can offer portfolio diversification and rebalancing benefits.
For our foreign based investors, we scout and analyze the Romanian market in identifying the best local investment opportunities, both in private and Bucharest Stock Exchange listed companies.
CIC by the numbers
45
Companies Invested
38
active members
$600k
under advisement
200
network members
15%
Energy Sector
15%
Growth investing
10%
local companies
65%
Value investing
In investing, as with life in general, ultimate victory usually goes to the doers, not to the talkers
— Warren Buffet
Our Philosophy
The Foundation of Carpathia Investing Club (CIC)
01.
Fundamental Analysis
In order to be part of our portfolio, companies need to satisfy a set of selection rules like price-to-earnings ratio, price-to-book ratio, market cap and intrinsic value. The ground of our selection process is inspired by renowned investing strategies that were successfully applied on the New York Stock Exchange.
02.
Diversification
In order to achieve the diversification benefits, our club members portfolios comprise a minimum number of 30 companies. Numbers may vary based on personal preferences or risk/reward tolerance.
03.
Rebalancing
On an annual basis, our members rebalance their portfolios in order to maintain a proper allocation between stocks, bonds, real estate or privately held businesses. We support our members in identifying investment opportunities that match their financial goals.
04.
Financial Education
For first time investors, the club’s activity is based on a combined educational and practical approach that emphasizes the need of a proper understanding of the basic principles that govern the stock market before starting to invest. We grow together!