Investment strategies
Priority purpose for Sogd Capital is capital retention though the time and best return on investment in conservative and risk-conscious diversified vehicles, currencies and geographies
Russia is the priority market
Our primary instruments are Russian blue chips shares, government bonds and debt of AA+ companies, mostly ensuring good liquidity, stable growth and sustainable dividend incomes. Commercial real estate (office and industrial) is also in scope.
Central Asia Momentum
Serching for the potential private equity and venture cases, we embrace opportunities of acceleration of Central Asian economies, mainly Uzbekistan. Situational carry-trade and debt market arbitrage could also be an option where and when applicable.
Diversified in conservative
Part of capital invested in concervative vehicles of one of the oldest developed European market, Switzerland, to outbalance emerging economies' risks. Mostly, in shares of Swiss-origin international companies publicly traded at SIX.
Assets allocation
Ready to a wide range of economical scenarios by diversifying investments across various asset classes for optimal portfolio performance. Shares of assets are variable depending on current market context, but generally is subject for rebalancing within defined ranges
- Cash & equivalents (15±10%)Maintaining readily available funds in cash and cash equivalents (liquidity monetary funds, deposits, short-term bonds of high reliability) for immediate access to liquidity if market opportunities appear.
- Commercial real estate (20±5%)Securing capital part in A-class commercial real estate (office and industrial) directly and through REITs where applicable.
- Medium and long-term bonds (20±5%)Secure income and protect capital body in highly reliable sovereign and AA-rated corporate debt.
- Companies' shares & private equity (30±10%)Ensuring long-term growth with fair risc-return ratio through blue chips of different countries and direct investment in private equity.
- Precious metals commodity (15±5%)Hedging fiat currencies risk and outbalance economical volatility with Gold futures and equivalents.
