BIS Fund: Invest in TRY, Secure and Earn in USD

Our focus shifts to funds with a USD return objective, aiming to achieve risk-adjusted returns by leveraging pricing anomalies and statistical relationships in financial markets.

In recent weeks, we discussed Statistical Arbitrage Funds with a Turkish Lira (TRY) return objective under the theme of “Data-Driven Decision-Making Processes.”

This week, our focus shifts to funds with a USD return objective, aiming to achieve risk-adjusted returns by leveraging pricing anomalies and statistical relationships in financial markets.

For investors in Turkey, a USD-based return objective holds strategic importance due to a variety of economic and financial dynamics. Here’s why:

1. Risk of Turkish Lira Depreciation
2. USD as the Global Reserve Currency
3. Interest Rate Differentials and Risk Premiums
4. External Debt Repayment Obligations
5. Investor Confidence and Capital Flows
6. Macroeconomic Stability

In summary: Targeting USD-based returns is a critical metric for investors aiming to hedge against TRY volatility, seize global opportunities, and support Turkey’s external debt repayment capacity. Especially during periods of uncertainty, returns in USD serve as a foundation for investor confidence and economic stability.

At BV Portföy, our Birinci Serbest Fund (BIS) is designed with these risks in mind—targeting individual investors and export-oriented corporates seeking to invest in TRY while earning returns in USD.

BIS Fund Strategy Overview

The BIS Fund aims to deliver absolute returns in USD terms, while offering protection against market volatility. Its strategy is built on the following core pillars:

• Investment Based on Statistical and Fundamental Analysis:
  The fund takes long positions in financial instruments with strong growth potential, and short positions in those with limited upside, based on in-depth evaluation.
• Protection Against Market Downturns:
  The investment strategy is designed to provide balance during market declines, minimizing exposure to market volatility and reducing portfolio risk.
• Currency Risk Hedging:
  To protect against depreciation of the local currency (TRY) versus USD and/or Euro, currency derivatives are utilized as hedging tools.

The BV Portföy Birinci Serbest Fund (BIS) stands out by offering investors stable, USD-based returns amid financial uncertainty and currency fluctuations. Its strategy provides both individual investors and corporate exporters with opportunities to generate gains insulated from market turbulence, while effectively mitigating currency risk.

With its data-driven and fundamental analysis approach, the BIS Fund aims to deliver both confidence and value to investors—bringing a fresh perspective to the investment world through BV Portföy’s innovative vision.

To learn more about the fund and explore investment opportunities, you can visit BV Portföy’s official website and fill out the relevant form to get in touch with our experts.