Michał Kędzia: There Are Several Very Interesting Opportunities in the IT and E-commerce Sector

What he considers the next good investment opportunity, which sectors are attractive, and what he plans to invest in the future was revealed by Michał Kędzia, a partner at the private equity fund Enterprise Investors, in the InvestLab podcast by Mirna Marović. The Polish Enterprise Investors is one of the largest private equity companies in Central and Eastern Europe, and in Croatia, they have invested in Studenac and Pan-Pek.

– Last year brought us many unusual insights. We are monitoring the GDP situation in this region. A crisis is underway. At the same time, personal savings are at the highest level worldwide. We should probably expect a significant increase in consumption after the lifting of restrictions. Therefore, we will track the flow of money and companies focused on consumption. Consumer-focused companies could be the right choice – said Kedzia.

On the other hand, he adds, there are also several very interesting opportunities in the region in the IT and 'e-commerce' sector. Online shopping thrived while physical stores were closed, and it remains highly successful today. – Behind 'e-commerce' are many software and IT companies in the region. We are already collaborating with some, and we are negotiating with others, and I think this hints at yet another interesting opportunity – says Kedzia.

He emphasized that he is reluctant to draw long-term conclusions based on the analysis of the past few months, which have not been easy. He believes that the circular economy and European society still represent a promising story for private investors and all types of investors.

– I would refrain from predicting which sector is best to invest money in. When we talk about this region and possible opportunities, I think that investing in this region is generally a good opportunity – emphasizes Kedzia.

By the way, the Enterprise Investors fund announced that by the end of 2020, they would acquire another retail chain in continental Croatia, but that has not yet happened. – Companies dealing with food products and food retail in a broader context remain high on our investment radar. We remain committed to investing in the region and are actively working on new investments in Croatia – they responded a few months ago to Lider’s inquiry from the Polish fund.