Asset Management

Our Services

Expat Asset Management is our wholly-owned asset management subsidiary, which is currently managing many private investment accounts and three mutual funds – Expat New Europe Stocks, Expat New Europe Properties, and Expat Bonds.

Expat Asset Management is a member of the Bulgarian Association of Asset Management Companies (BAAMC) and the International Chamber of Commerce (ICC).

How We Add Value

Through buying shares in a mutual fund our clients declare their interest to participate in a mutual investment portfolio, managed by a professional team of experts of the management company Expat Asset Management.

We offer:

Active portfolio management with daily risk and target monitoring
Diversity of the offered strategies and portfolios, including combinations of different financial instruments
Opportunity for finding more flexible solutions
Dynamic capital allocation allowing a defensive stance in times of extreme negative volatility
Application of a broad mix of investment skills, including corporate finance, private equity, fundamental research and trading

Why Expat Capital

Expat Capital means professional management. We rely on the face-to-face contact with our clients, offering a customized approach through case tailored strategies and services, which are developed according to the client's specific requirements. Our team of skilled professionals, with good understanding of the capital markets and the corresponding legislation, is there to help our clients achieve good investment results.

Our Mutual Funds