BHI – Technology-Enabled, Smart Fund Management with 0% Withholding Tax Advantage

New dynamics continue to shape the investment world, and recently, withholding tax regulations have taken center stage. Investors are increasingly asking:

• “What will my actual earnings be?”
• “How much of my return will remain after deductions?”
• “Is a more efficient and flexible investment model possible?”

One of the funds offering a modern and innovative answer to these questions is BHI – BV Portföy Algorithmic Strategies Equity Hedge Fund.

This fund stands out not only for its tax advantages, but also for its investment strategy and technological infrastructure.

Why BHI?

BHI offers three key advantages to investors:

1. 0% withholding tax, allowing returns to grow without deductions
2. A strategy focused on equities and arbitrage, aiming for both growth and balance
3. Systematic, data-driven management powered by AI and high-frequency trading (HFT) technology

Taken together, these features set BHI apart from traditional funds. Optimizing returns isn’t just about market direction—it’s about integrating the right strategy and technology.

Smart Investment Model: Technology + Strategy + Discipline

At the heart of BHI lies data analytics and algorithmic decision-making, differentiating it from traditional equity investments. The fund focuses on two main strategies:

• Equity-intensive portfolio structure: Targets medium- to long-term returns by investing in shares of growth-oriented companies
• Arbitrage opportunities: Identifies pricing inefficiencies across markets to execute low-risk, opportunity-driven trades

These strategies are powered by AI-supported algorithms and high-frequency trading technologies, enabling BHI not just to follow the market, but to analyze real-time data and proactively respond to opportunities.

Absolute Return Approach: A New Generation Investment Goal

BHI doesn’t track any index. Its objective is to deliver positive returns regardless of market direction. This is called the absolute return approach and is especially advantageous during volatile periods. In short, BHI performs not only in “good times” but also during uncertainty.

0% Withholding Tax: A Strong Advantage Under New Regulations

As of July 9, 2025, withholding tax rates have increased for certain funds. However, some types of funds remain exempt—and BHI is one of them. What does this mean?

• All returns stay within the fund
• Investors see full growth reflected in portfolio value
• The fund becomes more competitive, especially for long-term investors seeking a cost advantage

However, it’s important to note that BHI’s strength doesn’t rely solely on the tax advantage. The real power lies in its combination of strategy and technology.

Who Is BHI Suitable For?

• Those seeking returns above bank deposits but with controlled risk
• Investors who prefer technology-based, data-driven funds
• Individuals looking for a flexible and actively managed alternative to traditional funds
• Investors exploring withholding tax-exempt funds after recent regulatory changes

Modern Answers to Modern Investment Questions

In times when tax discussions and uncertainties dominate the agenda, investors are increasingly focused on understanding what they’re investing in, how it’s managed, and how much they truly keep.

BHI offers clear, modern, and strategic answers.

With 0% withholding tax, AI-supported fund management, and a strategy rooted in equities and arbitrage, it delivers a powerful blend of flexibility, balance, and potential. For those reconsidering their investment choices, BHI is a compelling alternative.

You can invest in the BHI fund through any bank or brokerage firm by accessing mutual fund transactions and selecting BHI under BV Portföy Funds.

Take secure and informed steps in your investment journey—connect with BV Portföy experts to gain a professional perspective on thematic funds.