BVV - Technology Variable Fund: Investing in the Future in the Age of Artificial Intelligence

Today, technological transformation is radically reshaping daily life and the investment landscape. Developments in artificial intelligence, autonomous vehicles, cloud computing, and space technology are creating new opportunities for investors. BV Portföy Technology Variable Fund (BVV) provides the opportunity to invest in this transformation.

Today, technological transformation is radically reshaping daily life and the investment landscape. Developments in artificial intelligence, autonomous vehicles, cloud computing, and space technology are creating new opportunities for investors. BV Portföy Technology Variable Fund (BVV) provides the opportunity to invest in this transformation.

Created through BV Portföy’s deep expertise in technology and artificial intelligence, BVV stands out as one of Turkey’s pioneering thematic investment funds. The fund offers investors the chance to benefit from the growth potential of the digital economy by investing a significant portion of its portfolio in innovative technology companies both in Turkey and globally.

BVV goes beyond being just a general tech stock fund—it focuses on strategic themes. Artificial intelligence, microprocessors, cloud technologies, autonomous vehicles, the Internet of Things (IoT), healthcare, and space technologies are at the heart of the fund’s investment strategy.

Key Companies in the Fund’s Portfolio

BVV includes leading and high-potential companies in its portfolio. Here are three major tech giants that the fund invests in:

1. ARM Holdings – The Silent Power of the Microchip World

ARM powers billions of devices worldwide with its microprocessor architectures. Tech giants such as Apple, Qualcomm, Nvidia, and Samsung use this technology; 99% of mobile devices run on ARM architecture. ARM is also rapidly expanding into emerging sectors such as AI, automotive, and IoT.

Why ARM?

• Offers efficient processors with low power consumption
• Generates sustainable revenue through a license and patent-based business model
• Growing demand for computing power drives increasing need for ARM technologies

2. KLA Corporation – The Brain of Semiconductor Production

Semiconductor manufacturing requires advanced metrology and quality control technologies. KLA is a key player in this space, playing a critical role in the chip production processes of giants like TSMC, Intel, and Samsung.

Why KLA?

• As chips become smaller and more complex, KLA’s high-tech solutions become essential
• Delivers stable growth through a recurring revenue model
• Growth in AI, 5G, and autonomous vehicles drives higher demand for KLA

3. Microsoft – The Driving Force of AI and Cloud

Microsoft is not only the producer of Office and Windows, but also a global leader in artificial intelligence and cloud computing. With its Azure platform, it has become Amazon’s biggest rival in the cloud market and plays a leading role in AI integration through its collaboration with OpenAI. The company is also growing in areas such as gaming, cybersecurity, and remote work solutions.

Why Microsoft?

• Leadership in thematic areas such as AI and cloud computing
• Diverse revenue streams from enterprise solutions, gaming, and security
• Global reach and sustainable profitability

Why BVV - Technology Variable Fund?

BV Portföy Technology Variable Fund offers investors a long-term vision that goes beyond short-term gains. By investing in innovative companies with strong fundamentals, it invites investors to take a stake in the economy of the future.

• Thematic Investment: A consciously selected portfolio focusing on technology trends
• Corporate Analysis: Investment in high-quality companies offering sustainable growth
• Global Perspective: Analysis of leading firms from both Turkey and around the world

If you want to take your place in the new world led by artificial intelligence, BVV gives you the opportunity to invest in the future of technology today.

Managing your investments securely, diversifying your portfolio, and minimizing risks is made possible with the expertise of BV Portföy.