ORION AM

We are one of the longest running asset management companies in Lithuania and began our activities in 2000. Our team consists of professionals, each of whom have more than 15 years of average working experience in capital markets.

Currently, our assets under management reach more than 64,4 million euros, and investment funds comprise the largest part of these assets. During the seventeen years of our activities, we have established relations with the world’s largest banks and asset managers. By cooperating with the latter, we invest in more than twenty countries.

We are happy to say that today we are trusted by over 650 customers from more than 10 different countries around the world.

Our services:

Things that matter to us:

  • Partnership – We have invested in each of our investment ideas. Customers are our partners. We risk and share profit together.
  • Flexibility – We are small and independent, therefore we are able to select individual solutions for each customer.
  • Innovation – We see possibilities where most others do not. We have established more than one unique fund in the Baltic States.

Milestones

  • Establishment of the fund management company

    Establishment of the fund management company.

  • Establishment of OMX Baltic Benchmark

    Establishment of OMX Baltic Benchmark, the first open-ended investment fund in Lithuania (formerly known as NSEL 30 Index Fund). Public distribution of the Fund’s stocks started on 9 April 2001.

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  • Establishment of Investment Fund ZPR Global Equity Fund

    Establishment of Investment Fund ZPR Global Equity Fund (formerly known as ZPR US Small Cap Value Open-Ended Investment Fund).

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  • UAB Orion Asset Management has acquired the controlling interest in UAB “Investicijų portfelių valdymas”

    UAB Orion Asset Management has acquired the controlling interest in UAB “Investicijų portfelių valdymas” (currently it has been renamed UAB “Orion Asset Management”) which is one of the oldest management companies in Lithuania.

  • The Management Company acquired three new investment funds

    The Management Company acquired three new investment funds: “Synergos Global Macro Fund, “Synergos Forex Fund”, and “Axia Value Fund”.

  • Listing of OMX Baltic Benchmark in “NASDAQ OMX Vilnius” Stock Exchange

    Listing of the first Open-End Investment Fund OMX Baltic Benchmark established in Lithuania in “NASDAQ OMX Vilnius” Stock Exchange.

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  • Establishment of “Orion Agroland Value Fund I”

    Establishment of “Orion Agroland Value Fund I” – the first closed-end real estate fund in Lithuania specializing in investing in agricultural land.

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  • Orion AM was awarded initiative of the year by NASDAQ OMX

    Orion Asset Management was awarded by NASDAQ OMX “Metų iniciatyva” [initiative of the year] for establishment of Open-End Investment Fund OMX Baltic Benchmark Fund, the first one in the Baltic States, designed based on NASDAQ OMX Baltic Benchmark Index as well as listing thereof in the Stock Exchange.

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  • Establishment of “Algorithmic Trading Portfolio”

    Establishment of Algorithmic Trading Fund “Algorithmic Trading Portfolio”, the first one in the Baltic States.

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  • Establishment of “Axia Capital”

    Establishment of Investment Fund “Axia Capital” designed for informed investors.

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  • Establishment of “Orion Alternative Energy Fund”

    Establishment of “Orion Alternative Energy Fund” – the first Baltic venture capital fund specializing in investments in renewable energy.

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  • Establishment of “Orion London Property Fund”

    Establishment of Closed-End Investment Fund “Orion London Property Fund” designed for informed investors.

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  • Establishment of “Multis Asset Selection Fund”

    Establishment of Open-End Investment Fund “Multis Asset Selection Fund” designed for informed investors.

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  • Establishment of “Diversified Real Estate Fund“

    Establishment of Real Estate Fund “Diversified Real Estate Fund“ designed for informed investors.

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  • Establishment of “Orion High Yield Property Fund”

    Establishment of Closed-End Investment Fund “Orion High Yield Property Fund” designed for informed investors.

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  • Establishment of “Orion USA Property Fund” and “Orion Kaunas Opportunity Fund I”

    Orion AM lauches two new close-end funds for informed investors “Orion USA Property Value Fund” and “Orion Kaunas Opportunity Fund I”.

  • Establishment of new real estate fund “Orion Healthcare and Wellness Fund”

    Orion Asset Management has lauched new fund for informed investors “Orion Healthcare and Wellness Fund”, that invests in healthcare sector real estate.

     

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  • “Orion Fund of Hedge Funds” – new established fund

    First established fund of funds in Lithuania that allows to invest in hedge funds.

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Orion AM history

  • Establishment of the fund management company.
    2000
  • Establishment of OMX Baltic Benchmark
    2000
  • Establishment of Investment Fund ZPR Global Equity Fund
    2004
  • UAB Orion Asset Management has acquired the controlling interest in UAB “Investicijų portfelių valdymas”
    2010
  • The Management Company acquired three new investment funds: “Synergos Global Macro Fund, “Synergos Forex Fund”, and “Axia Value Fund”.
    2010
  • Listing of OMX Baltic Benchmark in "NASDAQ OMX Vilnius” Stock Exchange
    2011
  • Establishment of “Orion Agroland Value Fund I” – the first closed-end real estate fund in Lithuania specializing in investing in agricultural land.
    2012
  • Orion Asset Management was awarded initiative of the year by NASDAQ OMX
    2012
  • Establishment of Algorithmic Trading Fund “Algorithmic Trading Portfolio”, the first one in the Baltic States.
    2013
  • Establishment of Investment Fund “Axia Capital” designed for informed investors.
    2014
  • Establishment of “Orion Alternative Energy Fund” – the first fund specializing in investments in renewable energy.
    2014
  • Establishment of Closed-End Investment Fund “Orion London Property Fund” designed for informed investors.
    2015
  • Establishment of “Multis Asset Selection Fund”
    2015
  • Establishment of Real Estate Fund “Diversified Real Estate Fund“.
    2015
  • Establishment of Closed-End Investment Fund “Orion High Yield Property Fund” designed for informed investors.
    2015
  • 2 new investment funds established - "Orion USA Property Fund" and "Orion Kaunas Opportunity Fund I"
    2016
  • Es­tab­lish­ment of "Orion Healthcare and Wellness Fund"
    2016
  • Es­tab­lish­ment of fund of funds - "Orion Fund of Hedge Funds"
    2016