BTK – Where Technology and Participation Meet

In recent years, one of the most talked-about topics in the investment world has been technology. This transformation—reshaping industries, changing the way business is done, and creating new areas of value on a global scale—is also redefining investment approaches. Today, technology is no longer the name of a single sector; it has become a structure that permeates the entire economy.

In recent years, one of the most talked-about topics in the investment world has been technology. This transformation—reshaping industries, changing the way business is done, and creating new areas of value on a global scale—is also redefining investment approaches. Today, technology is no longer the name of a single sector; it has become a structure that permeates the entire economy.

BV Portföy BTK – Technology Participation Variable Fund was designed with this very transformation at its core. Our aim was to build a structure that evaluates the long-term growth potential offered by technology within the same framework as a participation-based investment approach.

Why technology?

Technology is not merely about producing new products or digital solutions. Its real impact lies in simplifying processes, increasing efficiency, and creating scalable business models. Today, many companies generate value by placing technology at the center of their operations across a wide range of fields—from manufacturing to healthcare, logistics to communication.

This transformation necessitates a different perspective on the investment side as well. Traditional sector definitions are being replaced by business models strengthened by technology. At this point, BV Portföy BTK – Technology Participation Variable Fund approaches technology not as a temporary theme, but as the new infrastructure of the economy.

Viewing technology through a participation-based framework

The fundamental starting point in the fund’s establishment process was simple: why not benefit from the opportunities offered by technology while investing based on participation principles?

Today, many technology-driven companies naturally align with the participation-based investment universe in terms of their activities and business models. Real-sector focused, product- or service-based, and scalable structures… The approach of BV Portföy BTK – Technology Participation Variable Fund is based on a thematic yet selective perspective that evaluates these companies individually.

For this reason, rather than acting with a “general market” reflex when investing in technology, BV Portföy BTK – Technology Participation Variable Fund places the quality of the business model, its sustainability, and its long-term value creation potential at the center.

Reading local and global ecosystems together

One of the most important characteristics of technology investments is that they know no borders. A technology developed in one country can quickly reach a global sphere of influence. This reality was also a key factor in the fund’s design.

While closely monitoring the potential of technology-focused companies in Türkiye, BV Portföy BTK – Technology Participation Variable Fund also considers the globally value-creating technology ecosystem as a natural part of its investment perspective. In this way, the fund offers a balanced structure that can simultaneously engage with both local dynamics and global transformation.

A long-term investment perspective

It is well known that technology-themed investments may involve periodic volatility by nature. However, the role of technology in the economy is far more enduring than short-term price movements. The perspective of BV Portföy BTK – Technology Participation Variable Fund is shaped precisely at this point: focusing on the long-term transformative impact of technology rather than daily developments.

The fund’s objective is not merely to offer investors a theme, but to provide an opportunity for long-term partnership—within a participation-based framework—in the economic structure shaped by technology.

Conclusion

BV Portföy BTK – Technology Participation Variable Fund was launched as the product of a long-term perspective that places the transformative power of technology at its core and aligns with a participation-based investment approach.

This fund is not an “alternative” that places technology and participation side by side; rather, it is the expression of a natural investment approach in a changing world.