ADAX Fond firemního nástupnictví SICAV, a. s.
Growth Investment Fund for Qualified Investors

We combine the expertise of members of the Regional Chamber of Commerce Brno with the investment and managerial experience of the fund management and Havel & Partners group. Since 2021, we have been building a diversified portfolio of Czech and Slovak companies, providing them not only with investments and know-how but also with global business opportunities. Our aim is to foster the domestic business environment and provide our long-term investors with a return of at least 12% annually.

We are a corporate succession fund, seeking and investing in businesses with promising prospects but whose current owners need effective assistance with further technological and business development. In the ADAX Fund, we are ready to provide them with help.

In our portfolio, we diversify across various sectors and geographic markets to minimize investment risks. We are prepared to invest up to 3 billion CZK, and the current performance of the fund is predominantly ensured by TANY dairy, CM Trade Via, a distributor of products for people suffering from allergies, asthma, or atopic dermatitis, and Ekobal Rožnov, a producer of 100% eco-friendly paper cups and lids. We continuously seek new opportunities and are ready to take care of your investments and corporate succession.

Appreciation of share classes (01/04/23–31/03/24):
A (from 1 million CZK): 15.45% p.a.
C (from 10 million CZK): 22.41% p.a.

Fund’s assets under management (as of 30th June 2024):
368 174 053 CZK