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Expert RA Confirmed the А++ Maximum Rating of TKB Investment Partners

Expert RA, a ranking agency, confirmed the A++ trust and service quality ranking of TKB Investment Partners (Joint Stock Company) with the stable outlook.

The Outcomes: TKB Investment Partners is among Leaders for 2018

The 2018 ranking by The Kommersant newspaper names TKB Investment Partners JSC among top 10 Russian asset managers in three categories

TKB Investment Partners Asset Manager became the advisor to the world’s first ever Russian Equity Fund with a socially responsible approach to investment

Alfred Berg Ryssland, a Swedish fund under TKB Investment Partners’ advisor, is strengthening its ESG integration strategy.

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Market Pulse Jane BorovikovaSeptember 22, 2020 0

Russian Equities Weekly 14-18 September, 2020: Concerns about possible oil and metals extraction taxes increase

Russian equity market dynamics Last week, the Russian equity market underperformed the broader emerging markets (EM) index. This was mainly due to the impact from global EM sector factors coupled…Continue Reading →

Research

The backbones of Russian passive and active equity funds

A benchmark provides a measurable backbone for a fund. MVIS Russia is the benchmark for the largest Russian equity exchange-traded…

Market Pulse

Russian Equities Weekly 7-11 September, 2020: Index sector structure supports Russian market

Russian equity market dynamics Last week, the Russian equity market outperformed the broader emerging markets (EM) index. The Russian market’s…

Research Jane BorovikovaSeptember 11, 2020 0

‘Navalny’ and ‘Belarus’: How large can the impact be on Russia vs. EM performance?

The Navalny affair and the turmoil in neighbouring Belarus have already caused Russian equities to underperform the wider emerging markets by 643bp. Investors now worry that these events can lead…Continue Reading →

Market Pulse

Russian Equities Weekly 31 August - 4 September, 2020: Individual investors hit new record level

Russian equity market dynamics Last week, the Russian equity market underperformed the broader emerging markets (EM) index. The Russian market’s…

Research

Will Russia outperform EM? Focus on Russia-specific factors

We admire people who make decisions about asset allocation across equity markets of different countries. It is much more difficult…

Research Jane BorovikovaSeptember 4, 2020 0

“Russian Google”, exposure to gold and other major changes in the MSCI Russia 10/40 index

On 1 September, Yandex was included into MSCI Russia 10/40 index with the weight of close to 10%. Yandex is the “Russian Google”, successfully competing with the Google internet search…Continue Reading →

Market Pulse

Russian Equities Weekly 24–28 August, 2020: The wave of the global optimism has lifted not all the ships

Russian equity market dynamics Last week, the Russian equity market underperformed the broader emerging markets (EM) index. The EM were…

Market Pulse

Russian Equities Weekly 17–21 August, 2020: Macroeconomic indicators continue to recover

Russian equity market dynamics Last week, the Russian equity market underperformed the broader emerging markets (EM) index. This was mainly…

Market Pulse Anton EvdokimovAugust 18, 2020 0

Russian Equities Weekly 10–14 August, 2020: Driven by index heavyweights

Russian equity market dynamics Last week, the Russian equity market outperformed the broader emerging markets (EM) index. The RTS index rose by 4.1%, while the MSCI EM index gained 0.4%…Continue Reading →

Market Pulse

Russian Equities Weekly 14-18 September, 2020: Concerns about possible oil and metals extraction taxes increase

Russian Equities Weekly 7-11 September, 2020: Index sector structure supports Russian market

Russian Equities Weekly 31 August - 4 September, 2020: Individual investors hit new record level

Russian Equities Weekly 24–28 August, 2020: The wave of the global optimism has lifted not all the ships

Research

The backbones of Russian passive and active equity funds

A benchmark provides a measurable backbone for a fund. MVIS Russia is the benchmark for the largest Russian equity exchange-traded fund (ETF), and the MSCI Russia 10/40 index is the benchmark for the five largest actively managed Russian equity funds [1]. The sustainable difference in performance between these two indices affects the odds of the […]

‘Navalny’ and ‘Belarus’: How large can the impact be on Russia vs. EM performance?

The Navalny affair and the turmoil in neighbouring Belarus have already caused Russian equities to underperform the wider emerging markets by 643bp. Investors now worry that these events can lead to sanctions against Russia. Is there any material downside left? We believe it is unlikely that further losses could exceed 350bp. How long does it […]

Will Russia outperform EM? Focus on Russia-specific factors

We admire people who make decisions about asset allocation across equity markets of different countries. It is much more difficult than stock-picking within one particular country. When considering stocks from just one country, it is more likely that an investor will find a materially mispriced stock than a materially mispriced sector. At the sector level, […]

“Russian Google”, exposure to gold and other major changes in the MSCI Russia 10/40 index

On 1 September, Yandex was included into MSCI Russia 10/40 index with the weight of close to 10%. Yandex is the “Russian Google”, successfully competing with the Google internet search engine in Russia. Yandex has also become Russia’s biggest ride-hailing company since starting a joint venture with Uber there. It is the first Russian high-tech […]

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This material is produced for information purposes only and does not constitute: 1. An offer to buy nor a solicitation to sell, nor shall it form the basis of or be relied upon in connection with any contract or commitment whatsoever or 2. Any investment advice. Opinions included in this material constitute the judgment of TKB Investment Partners (LLC) at the time specified and may be subject to change without notice. TKB Investment Partners (LLC) is not obliged to update or alter the information or opinions contained within this material. Investors should consult their own legal and tax advisors in respect of legal, accounting, domicile and tax advice prior to investing in the Financial Instrument(s) in order to make an independent determination of the suitability and consequences of an investment therein, if permitted. Please note that different types of investments, if contained within this material, involve varying degrees of risk and there can be no assurance that any specific investment may either be suitable, appropriate or profitable for a client or prospective client’s investment portfolio. Given the economic and market risks, there can be no assurance that any investment strategy or strategies mentioned herein will achieve its/their investment objectives. This material shall not be considered as any kind of a guarantee or a promise of the future effectiveness (profitability or break-even) of investment activity. Results of investments in the past shall not be considered as a guarantee of such results in future. All past performance date have documental confirmation. There are no guarantees of profits or returns from financial instruments unless otherwise clearly indicated in respective prospectus. Returns may be affected by, amongst other things, investment strategies or objectives of the financial instrument(s) and material market and economic conditions, including interest rates, market terms and general market conditions. The different strategies applied to the financial instruments may have a significant effect on the results portrayed in this material. The value of an investment account may decline as well as rise. Investors may not get back the amount they originally invested.

The performance data, as applicable, reflected in this material, do not take into account the commissions, costs incurred on the issue and redemption and taxes.

TKB Investment Partners (LLC) is the legal entity registered under laws of the Russian Federation with the principal state registration number (OGRN) 1077847028280, having its registered address at: 69/71, lit. A, Marata street, Saint-Petersburg, 191119, Russia.