Technology-Managed and Technology-Themed Investment Funds
It is possible to observe the focus on rising areas of technology in the funds of BV Portföy, the portfolio management company of Boğaziçi Ventures, whose founders come from a technology entrepreneurship background. Alongside technology-managed funds such as the BVZ Statistical Arbitrage Fund, BV Portföy also offers technology-themed funds investing in global equities, such as the BTE Gaming and Technology Fund, the BVV (AI-themed) Technology Fund, and the RUT Robotics and Space Technologies Fund—all products brought to life with BV Portföy’s unique expertise.
It is possible to observe the focus on rising areas of technology in the funds of BV Portföy, the portfolio management company of Boğaziçi Ventures, whose founders come from a technology entrepreneurship background. Alongside technology-managed funds such as the BVZ Statistical Arbitrage Fund, BV Portföy also offers technology-themed funds investing in global equities, such as the BTE Gaming and Technology Fund, the BVV (AI-themed) Technology Fund, and the RUT Robotics and Space Technologies Fund—all products brought to life with BV Portföy’s unique expertise.
Beyond their compositions, the performance of BV Portföy’s technology-managed and technology-themed funds is dazzling in both general and peer group rankings.
BVZ Statistical Arbitrage Hedge Fund (TL)
This fund leverages AI algorithms to track investor behavior in the markets and, using ultra-fast trading technologies that operate in nanoseconds, captures arbitrage opportunities in both spot and futures markets. Since it closes all positions daily, it minimizes stock position risks.
The fund aims to outperform term deposits and money market funds while carrying a lower risk level than liquid funds, making it an alternative financial product to deposits.
Its performance, both monthly and long-term, surpasses all alternative investment instruments.
BTE Gaming and Technology Variable Fund
This fund invests at least 40% of its portfolio in popular gaming companies with high brand value and user bases, as well as in platforms that provide mobile game marketing services and developers of gaming software technologies. It also invests in companies listed on the Nasdaq 100 Technology Index and the BIST Technology Index.
Among its portfolio companies are Nintendo, Tencent, Activision Blizzard, Nvidia, Roblox, and Unity.
It attracts significant interest from investors seeking medium- to long-term exposure to international stock markets and returns in foreign currencies, by participating in the value created by global gaming and technology companies.
- From 06.10.2023 to 07.10.2024, it delivered a 26.01% return in USD (based on TEFAS and CBRT data).
- From 10.09.2024 to 10.10.2024, it ranked 2nd among all TEFAS funds in TL-based returns.
Both monthly and long-term performances in TL terms also outperformed all alternative investment areas.
BVV Technology Variable Fund
The BVV Technology Fund is AI-themed, investing in companies expected to benefit from advancements in artificial intelligence—such as microprocessor manufacturers, high-tech equipment developers, cloud and cybersecurity providers, and autonomous driving technology firms. At least 80% of its portfolio consists of companies in the Nasdaq 100 Technology Index and the BIST Technology Index.
Among its investments are Microsoft, Nvidia, Amazon, Microchip, Micron, Shopify, and Mobileye.
Like BTE, this fund also targets medium- to long-term returns from international equity markets, aiming for returns in foreign currencies, and appeals to investors wishing to share in the value created by global AI and technology companies.
- From its inception on 01.11.2023 to 01.10.2024, it delivered an 18.91% return in USD (TEFAS and CBRT data).
- From 10.09.2024 to 10.10.2024, it ranked 4th among all TEFAS funds in TL-based returns.
Its comparative performance in TL terms, both monthly and long-term, is also noteworthy.
RUT Robotics and Space Technologies Variable Fund
This fund invests in companies operating with advanced and innovative technologies in the aerospace industry, as well as pioneers in areas like low-cost satellite launch solutions, space mining, space tourism, commercial satellites, and telecommunications infrastructure. It also targets companies involved in surgical robots, autonomous vehicles, AI assistants, AI-driven software and services, cloud and data security, robotic machinery, and robotic production systems.
Portfolio companies include SpaceX, Boeing, Micron, Galactic, Astroscale, and Eutelsat.
Like other thematic funds, RUT appeals to investors seeking medium- to long-term exposure to international equity markets and foreign currency returns, sharing in the value created by global robotics and space technology firms.
Founded on July 1, 2024, the fund is also expected to deliver high returns in both USD and TL in the long run, just like the other thematic funds.
Key Takeaway
When evaluating technology funds, one of the most important factors is the experience of the founding company in the fund’s theme. While many institutions in Turkey are launching technology-themed funds to catch the trend, traditional investment approaches often fall short when it comes to specialized fields like technology, which require significant know-how and expertise.
For this reason, the most critical consideration for medium- to long-term performance is the expertise and competence of the institution managing the fund.
At BV Portföy, we leverage our extensive experience in technology to offer investors:
- Conservative, low-risk funds like BVZ for protection against potential adverse economic conditions.
- Thematic funds like BTE, BVV, and RUT that balance portfolios with exposure to future growth scenarios, offering medium- to long-term potential for expansion and high returns.
