Sector Fund 'Valiobank' Focusing on the Banking Industry Introduced

A meeting to introduce the sector fund 'Khatt-e Arzesh' focusing on the banking industry was held today, Monday, 20 Mehr 1405, at the Tehran Stock Exchange in the presence of the group's managers and media representatives.

According to Ambassador Arjan, the banking industry has always been one of the main pillars of Iran's capital market, and in recent years, sector investment funds have become a tool to direct liquidity towards specific industries. In this regard, the "Khat Vaat" investment consulting company has taken a new step in this direction by introducing the Bakhshi Sanat Bank fund. The introduction meeting of this fund was held today, Monday, October 20, 1405, with the presence of Farshid Zarinkia, CEO, capital market activists and media members at the location of Tehran Stock Exchange Company, where the approach and investment strategy of the fund and the future plans of this group were explained.

History of Value Line Investment Consultant Company

At the beginning of this meeting, Farshid Zarinkia, CEO of Khat Vahet Investment Consultants, referring to the activity history of this collection, said: "Khat Vahet Investment Consultant Company was established in the winter of 2019 and started its activity as a financial institution focusing on investment advisory services. In 1400, supply licenses and acceptance advice were added to the scope of our activities, and in 1401, we entered the field of asset management by receiving a portfolio management license from the Securities and Exchange Organization.

He continued: "Since 1403, according to the group's approach of developing indirect investment methods, we have succeeded in obtaining a license to establish a fixed income fund. The orchid fund was established in 1403, and along with it, a special marketing fund was also formed.

Planning for micro and medium financing

Zarinkia said in the continuation of this meeting: "In the coming months, we will have significant financing in the field of micro and medium financing for companies active in this industry as well as knowledge-based companies." This action will be an important step towards supporting the target businesses."

He added: "In order to complete the portfolio of products in the field of indirect investment, necessary plans have been made to launch an investment fund. In the first step, the activities of these funds will proceed with the cooperation of Sanat Bank."

Performance in the field of financing and valuation

In another part of this meeting, the group's performance in the field of financing was explained. According to Zarinkia, this group has managed to implement 8 financing cases with a value of more than 10 hemats. Also, in the first years of activity, more than 25 valuation cases were carried out for various industries, which included start-up companies, knowledge-based groups, and companies on the verge of merger and acquisition.

Pointing out that these activities were mainly the monopoly of capital supply companies, he said: "We were able to achieve significant success in this field by strictly following the instructions of the Stock Exchange Organization. By taking advantage of the supply consulting license, we have managed to finance more than 10 thousand billion tomans for large groups, including Etemad Development, Taban Farda and Persian Gulf Holding."

Asset management and position of Orchid Fund

In the continuation of the meeting, the performance of the Orchid Fund was introduced as one of the achievements of this collection. Zarinkia said: "Arkideh Fixed Income Fund started its activity in August 1403 and now more than two years have passed." This group is now active in three areas: dedicated portfolio management, market management and fixed income. We have managed to manage more than 15 thousand billion Tomans from real and legal investors. "Our market management fund is also responsible for market management obligations for 6 bonds in the capital market."

He added: "In 1404, Orchid Fixed Income Fund won the title of the most profitable capital market fund by registering a return of 33.1%. The resources under the management of this fund have now crossed the border of 13 Hemats and according to the reports of the Tehran Stock Exchange Technology Management website, this collection is among the 5 largest fixed income funds in the market in terms of liquidity. This success owes to the trust of more than 40,000 real investors and 500 legal entities.

The strategy of "Valio" fund in the banking industry

Reza Akbari, Investment Director of Value Line, in explaining the position of the bank industry and the strategy of the "Valio" fund, said: "Currently, the banking industry, having a share of 9% of the total value of the capital market, plays a central and decisive role in guiding the liquidity and pulse of the glass hall. Examining the performance of this group shows that banking symbols have been able to surpass the average of the total index.

Pointing to the four-axis strategy of this fund, he added: "The value line has aimed to obtain returns beyond the average index of this industry by launching the Sanat Bank sector fund in the form of ETF and relying on a four-axis strategy, while eliminating the risk of focusing on a single share and ensuring liquidity." Our approach is to select the best stocks from among 16 bank industry symbols based on factor investing and factinvesting, so that excess returns are achieved compared to the industry index.

Expansion of product portfolio and unveiling of exclusive software

In the final part of this meeting, Zarinkia announced the future plans of this group and said: "For 1405, we have planned to add stock and commodity funds to our product portfolio and start their subscription."

He also announced the unveiling of the exclusive investment software of this complex and said: "With the guidance and valuable guidance of the vice president of market growth and development of the complex, the strategy of entering the field of indirect investment through software platforms was put on the agenda. Currently, a facilitating platform for investment has been provided, which allows customers to invest in the funds managed by this group at any hour of the day and night.

In the end, he noted: "In the coming months, we will see the completion of the value chain and product portfolio of this collection. This comprehensive portfolio will include all types of fixed income, stock and commodity funds, and at the same time as this chain is completed, special features and facilities will be added to the software so that users can benefit from new and optimal services.