News

  • PRESS RELEASE: KD Funds strengthens its position in the region by acquiring a qualifying holding in Locusta Invest, d. o. o., Croatia

    On 15 May 2015, KD Funds LLC received an authorisation from the Croatian Financial Service...
    Read more
  • KD Funds – the management company with the highest number of "top funds" within the last three and five years according to the Moje finance magazine

    At ceremony where the Moje finance magazine presented awards to the best mutual funds, KD ...
    Read more

Managers

Get to know our team

At KD Funds, fund assets are managed by recognised experts who have received numerous Slovenian and international awards for their management performance. Our managers are consistently ranked among the 10 best Slovenian fund managers chosen by the Moje finance magazine. David Zorman and Primož Cencelj were awarded with the Best Slovenian Fund Manager titles in 2010 and 2013, respectively. With their professional attitude, long-standing experience in both domestic and regional capital markets as well as international relations, the Asset Management team of KD Funds provides investors with excellent investment fund and financial asset management. An experienced and highly professional team of managers monitors and analyses developments in stock exchanges and capital markets. They place investors' assets in securities that bring optimal returns at the lowest possible risk. The team consists of nine experts, three of whom are already CFA holders (a prestigious international standard of the asset management profession) whilst the others are in the process of obtaining this credential. Fund management at KD Funds always entails teamwork. A team consists of the team leader and a number of portfolio managers.

LUKA FLERE, MSc.

CFA, Head of Asset Management

Luka Flere holds a degree from the Faculty of Economics in Ljubljana, and a Master's degree from Bocconi University in Milan. In 2005 he assumed the office of Senior Portfolio Manager and Head of Analysis at the KD BPD stockbroking company, to then join KD Funds in March 2008. In 2010 he earned the CFA (Chartered Financial Analyst) professional financial designation. In mid-2012 he was appointed Director of Asset Management at KD Funds. He is in charge of managing two regional funds, KD Balkan and KD Eastern Europe.

PETRA LESJAK,

CFA, Senior Portfolio Manager – Head of Asset Management for Institutionals

Petra Lesjak has more than 10 years’ experience in banking and asset management. She started her career in 2003 at Hypo Alpe-Adria-Bank d.d. as a credit analyst. She later worked for a number of financial institutions, namely as an analyst, Deputy Head of Research Department and Head of Private Banking for the Publikum brokerage company, Head of Credit Risk Management at Holding Slovenske elektrarne, and Head of the Investment Department and the Analysis Department at KD Banka. She joined KD Funds in 2012 as the Head of Asset Management for Institutionals, and acquired the prestigious CFA (Chartered Financial Analyst) title in the same year.

ALEŠ LOKAR,

Senior Portfolio Manager – Head of Portfolio Management

Aleš Lokar has more than 10 years’ experience in finance. He worked as an analyst, asset manager and stockbroker for the BPH and PM&A stockbroking companies. From 2005, he was employed as an asset manager in the KD BPD stockbroking company. Since March 2008 he has been Senior Portfolio Manager at KD Funds. He is responsible for managing our two oldest and biggest funds, KD Galileo and KD Rastko, as well as KD Dividend, which transformed from an investment company.

SAMO PLIBERŠEK, PhD.

Senior Portfolio Manager – Head of Development

Samo Pliberšek graduated in Physics at the Faculty of Mathematics and Physics in Ljubljana and took his PhD degree in Theoretical Physics at the Institute of Physics in Zürich. He has 10 years’ experience in finance; after obtaining his PhD, he first worked in investment banking for the companies NLB, NLB Skladi and Poteza. Running his own company, he later developed a considerable number of software solutions in Quantitative Finance, including in the areas of risk management, portfolio optimisation and equity and bond analysis. At KD Funds, he is the Head of Development.

SAŠO ŠMIGIĆ,

Senior Portfolio Manager – Head of Research

Sašo Šmigić graduated from the Faculty of Economics in Ljubljana. He worked as an asset manager at the KD BPD stockbroking company from 2006, and at KD Funds from March 2008. In 2013, he was appointed Senior Portfolio Manager – Head of Research at KD Funds. He is charged with managing KD Raw Materials and Energy, a sector fund, and the funds focusing on emerging markets, KD New Markets, KD India – China and KD Latin America.

PRIMOŽ CENCELJ,

CFA, Senior Portfolio Manager

Primož Cencelj graduated from the Faculty of Economics in Ljubljana. He gained experience as an analyst at the KD BDP brokerage company from 2006, and joined KD Funds in March 2008. In 2012 he earned the CFA (Chartered Financial Analyst) professional financial designation. He is responsible for managing KD Bond, a bond fund, and KD MM, a money market fund. According to the selection of the Moje finance magazine, KD MM was ranked the best money market fund in Slovenia for four years in a row (2010–2013), whilst Primož Cencelj was awarded for being the best Slovenian fund manager in 2013.

GREGA MEDEN,

Fund Manager

Grega Meden has more than 15 years’ experience in finance. He commenced his career in 1999 at the BPH and PM&A stockbroking companies as a stockbroker and asset manager, and then continued at KD BPD as the Head of Trading. He has worked for KD Funds as a fund manager since 2008. As a specialist for the region, he mainly focuses on the assets of the KD Balkan subfund. He was a member of the Management Board of KD Investments Skopje, Macedonia, and is currently a member of the Supervisory Board of the investment company ZIF BLB Banja Luka.

BETI BACETIČ KERN,

Portfolio Manager

Beti Bacetič Kern's career started in 1992 at the PM&A stockbroking company where she worked as a stockbroker until 2006. She then joined the KD BPD brokerage company as an asset manager. In 2008, she joined KD Funds where she currently works as an Portfolio Manager and the Head of Cooperation with Stockbroking Companies. Her work experience is regularly upgraded through participation in various innovative projects.

DAVID ZORMAN,

Associate Portfolio Manager

David Zorman graduated from the Faculty of Economics in 2008. He delved into the area of asset management already as a student by joining the KD BPD stockbroking company as a financial analyst in 2005. He joined KD Funds in January 2008, where he manages KD First Selection, a global fund of funds, and the KD Technology and KD Vitality sector funds. The latter was selected by the Moje finance magazine as the best fund in the Equity Funds – Pharmacy category, with Zorman being awarded as the best assets manager in 2010.