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).

How We Add Value

We offer:

Active portfolio management with daily risk and target monitoring
Diversity of strategies and portfolios, including combinations of different financial instruments
Flexible solutions
Dynamic capital allocation allowing a defensive stance in times of extreme negative volatility
A broad range of investment skills, including corporate finance and private equity

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 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