who we are
Make Capital Work For You
Sogd Capital is a private equity and portfolio management fund, which employs capital at stock, financial and commercial real estate markets in Russia, Central Asia and Europe. We consolidate conservative and balanced medium-risk strategies to deliver long-term sustainable growth of equity and positive cash flows
Risk warning
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Sogd Capital operates as the closed format fund and deals only with strictly limited list of partners, offers portfolio management and general investing advice.
Sogd Capital is neither using proactive sales/promotion to acquire customers, nor attract capital or invite external shareholders and partners. We never promise any of certain profitability, interest rates or dividend level. Past performance is no indication of future results.
Sogd Capital at no circumstances remains its liability for unauthorized following and copying its strategies or tactics in portfolio management in any aspects.
Sogd Capital may provide advice or consultancy exclusively to qualified* investors, with responsibility for the results fully owned by them.
* definition and criteria depends on country of residence of investor
Sogd Capital is neither using proactive sales/promotion to acquire customers, nor attract capital or invite external shareholders and partners. We never promise any of certain profitability, interest rates or dividend level. Past performance is no indication of future results.
Sogd Capital at no circumstances remains its liability for unauthorized following and copying its strategies or tactics in portfolio management in any aspects.
Sogd Capital may provide advice or consultancy exclusively to qualified* investors, with responsibility for the results fully owned by them.
* definition and criteria depends on country of residence of investor
Investment strategies
Priority purpose for Sogd Capital is capital retention though the time and best return on investment in conservative and risk-conscious diversified vehicles, currencies and geographies.
Russia is the priority market
Our primary instruments are Russian blue chips shares, government bonds and debt of AA+ companies, mostly ensuring good liquidity, stable growth and sustainable dividend incomes. Commercial real estate (office and industrial) is also in scope.
Central Asia Momentum
Serching for the potential private equity and venture cases, we embrace opportunities of acceleration of Central Asian economies, mainly Uzbekistan. Situational carry-trade and debt market arbitrage could also be an option where and when applicable.
Diversified in conservative
Part of capital invested in concervative vehicles of one of the oldest developed European market, Switzerland, to outbalance emerging economies' risks. Mostly, in shares of Swiss-origin international companies publicly traded at SIX.
Assets allocation
Ready to a wide range of economical scenarios by diversifying investments across various asset classes for optimal portfolio performance. Shares of assets may vary depending on current market context, but generally is subject for rebalancing within defined ranges.
- Cash & equivalents (5-10%)Maintaining readily available funds for immediate needs and opportunities.
- Liquidity funds & short-term bonds (10-15%)Investing in highly liquid assets with low risk for stable returns.
- Long-term bonds (25-35%)Secure income and protect capital body in highly reliable government and corporate bonds.
- Companies' shares & private equity (25-35%)Ensuring long-term growth with fair risc-return ratio through blue chips of different countries and direct investment in private equity.
- Commercial real estate (10-20%)Securing capital part in A-class commercial real estate (office and industrial) directly and through REITs where applicable.
News and blog
Latest news from Sogd Capital and market trends
Market insights
Gain perspective on current market trends and their impact on investment strategies.
Investment highlights
Discover key investment achievements and portfolio performance metrics.
Fund performance
Review the fund's financial performance and key achievements.
Questions and answers
Sogd Capital's primary goal is to retain its partners' capital throughout the time and maximize investment returns in diversified instruments with a conservative and prudent approach to risk. We employ conservative and balanced strategies with a moderate risk profile to achieve long-term sustainable capital growth and positive cash flows.
We deploy capital in 5 major assets' groups: (1) liquid cash equivalents, (2) long and short-term bonds, (3) blue chip shares, (4) private equity, (5) commercial&industrial real estate. Shares of assets may vary depending on the market context, but generally is subject for rebalancing within defined ranges.
Sogd Capital invests in Russia, Central Asia (mainly Uzbekistan) and Europe
Sogd Capital consolidates conservative and balanced medium-risk strategies to deliver long-term sustainable growth of equity and positive cash flows. Diversified by asses classes and geographies, we are prepared for wide range of economical scenarios.
Sogd Capital operates as closed fund and serves limited numbers of customers.
In general we do not provide consultancy services, but may consider informational support in some cases exclusively to qualified investors. Please send us your specific request through feedback form below and we will review it carefully to assess how we can help you.
Contacts and feedback form
We are always happy to answer your questions and assist you. Please leave your query and we will review and we will contact you promptly.
+998 90 920 2277
info@sogdcapital.com
info@sogdcapital.com
Uzbekistan, 100001, Tashkent, Mirabad district,
BFC building, B27, LOT 6 (IBC Tashkent City), office 1452
BFC building, B27, LOT 6 (IBC Tashkent City), office 1452
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