e-fundresearch.com: What is the current size of the fund?
Burak Oztunc: EUR 202 mn
e-fundresearch.com: Do you also manage other funds or mandates?
Burak Oztunc: Yes,
1. Sompo Japan Fortis Turkish Equity Mother Fund
2. TEB Investment Equity Fund (Locally domiciled)
e-fundresearch.com: How long have you been in the business as a fund manager?
Burak Oztunc: 13 years
e-fundresearch.com: What are the main steps in your investment process and in which area is your competitive edge to add value to investors?
Burak Oztunc: 5 components of our investment process are:
1. Fundamental Analysis
2. Analysis of Investment & Risk Guidelines
3. Model Portfolio Construction
4. Actual Portfolio Implementation
5. Performance Monitor
Our competitive edge is an extensive market experience with an understanding of global and local market dynamics backed by a disciplined investment process.
e-fundresearch.com: Which benchmark is most relevant and how should investors compare the fund vs. benchmarks or peer groups?
Burak Oztunc: Although it has some shortfalls, MSCI Turkey IMI 10/40 total return is quite a relevant benchmark. Investors may also take the ISE 100 National performance index as benchmark.
e-fundresearch.com: Which performance did you achieve for the fund YTD and over the past five calendar years in absolute terms and relative to relevant benchmark or other reference indices?
Burak Oztunc: To create additional wealth for the client is my utmost motivation. Gaining recognition is my ultimate goal.
e-fundresearch.com: Which other profession would you have considered apart from becoming a fund manager?
Burak Oztunc: Professional traveller.
e-fundresearch.com: Many Thanks!