BV Portföy Second Equity Hedge Fund (Equity-Intensive Fund) (BVI)

The fund, which invests in BIST companies using fundamental analysis and quantitative methods, aims to achieve returns above the index by holding a minimum of 80% equities in its portfolio.

Why Should I Invest?

Make a Difference in Every Market Cycle with Your Equity Fund Investments!

We actively manage our model portfolio, which is built using fundamental analysis methods. While tracking quantitative data through financial models of selected companies, we also evaluate their business models, market developments, and trends from a qualitative investment perspective.

About BV Portföy

Why should you invest in Second Hedge Fund (BVI)?

Invest in value-creating companies at the right time.

Invest in an actively managed fund that targets returns above the index.

Aims to outperform the index.

Highlighted Companies in Our Fund Portfolio

Enerjisa is one of Turkey's leading energy distribution and retail companies. It operates in electricity distribution, energy production, and energy trading.

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Mavi is a global fashion brand based in Turkey. Known for its denim and apparel, Mavi operates stores worldwide and serves a broad customer base.

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BIM is Turkey’s largest discount supermarket chain. With a wide network of stores, it offers affordable food and consumer products and is a leader in the retail sector.

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Alarko Holding is one of Turkey’s large conglomerates. It operates in construction, energy, tourism, industry, and commerce sectors.

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Migros is one of Turkey’s largest retail chains. The company operates in the retail of food and consumer goods, with an extensive store network and e-commerce platforms.

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Sabancı Holding is one of Turkey’s leading conglomerates. It operates in energy, industry, finance, retail, and cement sectors, and was founded by the Sabancı family.

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Koç Holding is one of Turkey’s largest industrial and services conglomerates. The group operates in sectors such as energy, automotive, durable goods, and finance, and is recognized as one of the largest holdings in Turkey.

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Yapı Kredi is one of Turkey’s leading banks, offering retail and corporate banking, investment banking, and digital banking services. It operates under the control of Koç Holding.

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Akbank is one of Turkey's largest private banks. It provides retail, commercial, corporate, and digital banking services and is known for its innovative financial solutions with a large customer base.

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Türk Telekom is one of Turkey's largest telecommunications and internet service providers. The company offers fixed-line, internet, and mobile services, standing out with its investments in digital infrastructure.

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Turkcell is Turkey’s largest mobile telecommunications operator. The company offers a wide range of services including GSM, fixed-line, internet, and digital services, delivering its offerings through innovative technologies.

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Tüpraş is Turkey’s largest oil refinery company. It operates in petroleum products production, refining, and energy sectors, and is one of Turkey's most valuable industrial companies.

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Pegasus Airlines is a Turkey-based low-cost airline. It offers affordable flights within Europe, the Middle East, and domestic routes in Turkey, and continues to expand its operations with a rapidly growing fleet.

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TOFAŞ is one of Turkey's largest automobile manufacturers. Operating as a joint venture between Fiat Chrysler Automobiles and Koç Holding, Tofaş produces vehicles for brands like Fiat and others.

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Ford Otosan is a joint venture between Koç Holding and Ford Motor Company. It is one of the largest companies in Turkey's commercial vehicle manufacturing and automotive industry.

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Founded in 1933, Turkish Airlines is Turkey's flag carrier airline. It operates flights to over 300 destinations worldwide and is recognized as a global airline with a large fleet.

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Garanti BBVA is one of Turkey's leading banks. It provides retail banking, corporate banking, investment banking, and digital banking services. In 2019, it became part of the BBVA Group.

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Maximum Returns with Fundamental and Quantitative Analysis

The primary strategy of the BV Portföy Second Flexible Fund is based on medium-to-long-term stock and sector selection driven by fundamental analysis.

In addition to this strategy, asset and sector allocation strategies are developed using quantitative models that capture market anomalies and cross-asset valuation models to maximize returns and take full advantage of varying market conditions.

These approaches aim to enhance the fund's flexibility, ultimately providing higher returns for investors.


Can Özçelik

Portfolio Manager

BV Portföy Second Equity Hedge Fund (Equity-Intensive Fund) (BVI)

Make a Difference Every Season with Your Equity Fund Investments!

We actively manage our model portfolio, which is determined using fundamental analysis methods. While tracking quantitative data through financial analysis-based company models, we evaluate companies' business models, market developments, and trends from a qualitative investment perspective.


Detailed Company Monitoring
We meticulously track the companies we invest in.
Dynamic Portfolio Management
We adjust our portfolio positions based on market trends.
Smart and Value-Driven Investments
We reflect a smart and value investment approach in our portfolio.
BV PORTFÖY INSIGHTS

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Frequently Asked Questions

The fund aims to generate high returns in Turkish Lira over the short and medium term by implementing an asset allocation-based strategy that seeks to benefit from opportunities across all markets. In line with the manager’s investment outlook and the fund’s core strategy, at least 80% of the portfolio will consistently be invested in equities traded on Borsa Istanbul, maintaining a net long position in equities as a primary objective. The fund seeks to generate capital gains and grow its portfolio value by investing—based on macroeconomic and financial market analysis and expectations—in Turkish Lira and foreign currency-denominated money and capital market instruments, financial contracts, securities, and other investment instruments deemed appropriate by the Capital Markets Board.

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Clarify your investment goals and explore new opportunities! With a quick consultation with BV Portföy experts, identify the strategy that suits you best. Take action now and manage your investments with confidence!

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Fund Performance

Fund performance helps you evaluate the success of your investment strategies. Access all the information you need here, including current and historical performance data, to make the most informed investment decisions.

Fund Profile

Review critical details such as the fund's objective, strategy, and performance history. Find the essential information you need for making informed investment decisions here.
Fund Price
2.644091
Fund Size (TRY)
₺305.135.532,72
Risk Value
7
Benchmark
Fonun eşik değeri (%100) BIST 50 Getiri Endeksi'dir.
Withholding Tax
%17.5

Asset Distribution

Discover how your investments are diversified and how risk is managed. Explore the asset allocation details that strengthen your portfolio.
Equities 89.01%
VİOP Teminat 10.99%

Fund Documents & Links

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We've received your request, and our team will be in touch with you shortly. Please stay tuned, and thank you!