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About us

Compass Invest JSC

Compass Invest JSC is a leading asset management company, established in 2006 in Sofia. It is licensed by the Bulgarian Financial Supervision Commission (FSC). Compass Invest JSC is owned by Compass Capital JSC. As part of the group, Compass Invest JSC provides asset management services and management of mutual funds. 

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Services

Mutual Funds

Compass Invest offers seven UCITS mutual funds with different investment strategies and risk tolerance to meet the increasing demand for innovative thematic and core style funds from both institutional and individual investors.
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Services

Asset Management

What do we offer?

Professional, tailor-made discretionary portfolio management to help our clients pursue their wealth management goals.

Who is the service suitable for?

Institutional investors, businesses and high-net-worth individuals.

How do we do it?

Apart from identifying suitable investment opportunities in line with our client's risk tolerance levels, investment preferences, expected return etc., and setting up clear investment objectives, we are in a position to develop comprehensive wealth and investment management strategies through careful evaluation of our clients’ goals and priorities.
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Services

Investment Advisory

Compass Capital JSC offers a wide range of consultancy services for small, medium and large enterprises, including advisory services in the field of mergers and acquisitions (M&A), debt and equity financings.

Our advisory team of experts will develop tailor-made solutions taking into account your specific business goals and future plans for development.
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Advantages

Convenience

A convenient and easy way to invest.
A suitable alternative for your savings.
You decide how much risk you can tolerate in order to achieve a higher expected return.
You determine the amount of the initial investment.
Low transaction costs and high liquidity of your investments.
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Expertise

A professional team of investment experts with many years of experience takes care of your investments.
Efficient and optimally diversified solutions, which fully suit your individual preferences for risk, return, time horizon and liquidity of your investments.
We have established a strong global network for cooperation with leading investment banks, brokers and legal experts. 

Safety and transparency

The assets we manage are held with distinguished international custodian banks.
In-house risk management monitoring system based on long term experience and world-class practices.
All investment management decisions are aligned with the client in advance.
Regular and detailed reports on the status of your investments.
Our experts are always available to respond to your inquiries.

Quality service

Our main focus is on delivering the best in class boutique wealth management services to all our clients.
Our investment strategy is comprehensive and thorough, orientated around a commitment to achieving results.
News
Jan. 16, 2023

Weekly market overview: Inflation data in the US coincided with consensus expectations

Last week was marked by inflation data in the US. They coincided with consensus expectations. This immediately eased the pressure and gave way to optimism that 2023 could loosen its grip. The S&P 500 rose, 10-year bond yields fell and the US dollar retreated against a basket of currencies. This is the complete opposite of 2022. Nonetheless, price pressures remain high, but if a similar market condition persists we could see a noticeable easing in the pace of Fed tightening.

Last week's data supports the idea of a pause by the Fed. Expectations are for one 0.25 basis point increase in February and another in March. This would reach the 5% target, where a pause in tightening is very likely.

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Jan. 09, 2023

Weekly market overview: Last week markets ended in positive territory

Markets ended last week in positive territory, a good start to 2023. The factors that determine sentiment remain unchanged. These are inflation, rising interest rates and of course not least geopolitical uncertainty. Against this backdrop, the US employment figures were announced last week. We are currently in a phase where good news can be interpreted as bad news for the market and vice versa. It is because of this feature that equities came under some pressure earlier in the week past data pointing to a steady increase in employment and a reduction in jobless claims, equities then rallied, supported by weak wage growth. Anything that could lead to a pause in rate hikes or a slowdown in inflation will be interpreted positively by the market and vice versa.

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Jan. 09, 2023

Benefit from up to 10% annual profitability - Euro Bond Wallet

In the past year 2022 we have witnessed extraordinary market volatility.
 
Bonds offered attractive opportunities for the first time in a decade, following a period of zero interest rates set by leading central banks.
In this context, Compass Invest's investment managers have structured an optimal portfolio of euro-denominated bonds yielding up to 10% in euros.
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Contacts

Compass Invest JSC

19 George Washington Str, floor 2, 1000 Sofia, Bulgaria
тел.: +359 2 43 90 133, +359 2 42 19 517
email: office@compass-invest.eu
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