ALTA Invest, investicijske storitve, d.d., (ALTA Invest, investment services, Inc.) is a part of ALTA Group, the biggest financial non-banking group in Slovenia. ALTA Invest has around 28% market share on the domestic Ljubljana Stock Exchange and has more than EUR 95m of assets under management.

Our trading advantage is our execution of large trading blocks with low impact on the market. We offer trading on several platforms on numerous markets, with a wide variety of financial instruments. Our advantage is also a research department, which is both sell side and buy side and has the far most extensive and regular coverage of domestic companies. We cover 9 companies on Ljubljana Stock Exchange, which is around 90% of Mcap on LJSE – and here we are practically the only local broker providing this kind of extensive and regular coverage for Slovenian companies.

A part of ALTA Group are ALTA Skladi, a mutual fund asset management company with roughly EUR 260m of asset under management. ALTA Group is also extensively involved in corporate finance projects and raised considerable assets (fixed income and equity) in the last two years for several companies.

Regulatory Information

  • Regulatory Status: ALTA Invest, investicijske storitve, d.d. is supervised by the Slovenian Securities Market Agency (Agencija za trg vrednostnih papirjev), Poljanski Nasip 6, 1000 Ljubljana, Slovenia.
  • Link to regulator: http://www.a-tvp.si/Eng/Default.aspx?id=98

Coverage

  • Research Category: Equity, Market Commentary
  • Asset Class: Equity
  • Geographic Coverage: Croatia, Italy, Slovenia
  • Size Coverage: Mid Cap, Small Cap, Micro Cap, Nano Cap
  • Sector Coverage: Chemicals, Construction & Materials, Equity Investment Instruments, Fixed Line Telecommunications, General Retailers, Household Goods & Home Construction, Industrial Transportation, Nonlife Insurance, Oil & Gas Producers, Pharmaceuticals & Biotechnology, Software & Computer Services, Travel & Leisure
  • Underlying Coverage: 15
  • Report Types: Research report
  • Report Frequency: Quarterly

Analysts

  • Sašo Stanovnik

    Head of Research / Chief Economist of ALTA Group Years of Experience: 11
  • Matej Justin

    Analyst / Asset Manager Years of Experience: 9
  • Tina Orzan

    Analyst Years of Experience: 6
  • Matej Šimnic

    Analyst Years of Experience: 7

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