THRACIAN INVEST: ТHE ART OF SMART INVESTING

Smart investment has always been istrumental for the success of visionary companies and individuals. Part art, part highly specialised skill, the capability to build a profitable and stable portfolio is now more important than ever – we live in a world of rapid change, deep economic, social, and technological transformations, and global political turmoil. In such an environment it is crucial to use the help of experienced, wise financial and investment advisers, such as the professionals at Thracian Invest. To learn more about the best investment strategies today, we talked to the company's chief portfolio manager, Lyudmil Lyudmilov.

In today's dynamic financial markets, what would you say are the essential qualities of a successful investment strategy? How do you adapt these principles at Thracian Invest?

In today's ever-changing financial markets, a successful investment strategy must be rooted in adaptability, deep analysis, and a willingness to challenge conventional wisdom. At Thracian Invest, we don't just react to macroeconomic shifts like rising treasury yields, we strive to anticipate their impacts and identify new opportunities. Elevated yields often steer investors towards fixed income, but we see potential for resilient equities, particularly in technology and innovative sectors, which can withstand and even benefit from such environments.

Our strategy is about going beyond market trends – questioning them, finding resilient growth opportunities, and remaining agile in our approach. We adjust portfolios with precision, always guided by data and a clear vision for long-term gains. To us, success is not about avoiding volatility, it is about harnessing it to drive sustainable growth and staying ahead of the curve through smart, decisive action that shapes every investment decision we make.

Our approach is as much about humility as it is about strategy. We recognize that markets are unpredictable, and that is precisely why we stay vigilant, constantly reassessing and adjusting. It is not enough to follow trends, sometimes, you must question them and have the courage to go against the grain when data and vision demand it.

If you could give one piece of timeless advice to investors as they prepare for the next decade, what would it be?

Time in the market beats timing the market. Attempting to time the market – buying low and selling high within short periods, is notoriously difficult and can lead to missed opportunities. Conversely, staying invested over the long term allows investors to benefit from compound growth and ride out market volatility. By maintaining a consistent investment strategy, one is more likely to achieve favorable returns than by attempting to outsmart market timing.

With global economic shifts on the horizon, which sectors or asset classes do you expect to perform strongly in the coming years, and what makes them particularly attractive right now?

Artificial Intelligence (AI) and nuclear energy are two sectors expected to perform strongly in the coming years. The rapid expansion of AI technologies across industries is driving significant demand for computational power, leading to increased energy consumption. Nuclear energy emerges as a particularly attractive solution to meet this demand because it provides a large-scale, reliable source of clean energy with minimal carbon emissions. As AI continues to grow and require more energy, the efficiency and low environmental impact of nuclear power make it a crucial asset in supporting technological advancement while addressing global sustainability goals.

How do you approach balancing risk and reward in the context of volatile markets, and what advice would you offer investors looking to achieve this balance?

In volatile markets, we balance risk and reward by viewing volatility not as a drawback but as an opportunity to enhance future gains. Volatility often gets a bad reputation due to the uncertainty it introduces, but it inherently offers the potential for higher returns. Our advice to investors is to embrace the positive aspects of market volatility. This means staying informed and maintaining a disciplined investment strategy that leverages fluctuations rather than fears them. Techniques such as diversification, dollar-cost averaging, and a long-term investment horizon can help investors turn volatility into an asset.

Our two investment funds are a testament to the strength of our investment philosophy and a challenge to anyone who doubts the power of strategic adaptability. Thracian – Alternative Income Fund is built for those who want stable growth in uncertain times. With a year-to-date return of 15%, it shows that disciplined, conservative investments can thrive even in volatile markets.

On the other hand, our Thracian – Innovation and Technology Fund dives headfirst into the frontier of disruptive industries, proving that calculated risks can drive substantial rewards. Its 7% return for the past two months (the fund was insepted on 2 September 2024) isn't just a number, it's a reflection of our confidence in the transformative power of innovation.

Together, these funds illustrate that successful investing isn't about following the crowd – it's about daring to carve out new paths and staying ahead of the curve. We're not afraid to adapt, to question, and to seek out opportunities where others see obstacles. That's what makes the Thracian Invest approach stand apart.

Thracian Invest is a strategic asset management company focused on delivering sustainable growth and tailored investment solutions. With a commitment to innovation and deep market expertise, we craft adaptive, data-driven strategies that help clients achieve long-term growth.

The information provided in this interview is for informational purposes only and should not be construed as investment advice. All investments carry risk, and past performance is not indicative of future results. We encourage clients to consult with a qualified financial advisor before making any investment decisions.

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