OCHUN Capital is a private investment fund that implements a tailored Global Macro strategy, combining domestic corporate bonds with selectively chosen foreign options. This hybrid approach minimizes the risk associated with foreign investments while enhancing overall return potential.
Our strategy is specifically designed for the unique conditions of the Mongolian market. By anchoring the portfolio in stable, high-yielding domestic bonds and overlaying targeted foreign options, we reduce the Global Macro strategy’s typical volatility—historically its main weakness—while maintaining a zero-loss risk profile for the total portfolio.
For international investors, we actively manage currency exchange rate risk using forecasts generated by our proprietary model. This allows foreign investors to access Mongolia’s attractive bond yields without exposure to currency fluctuations.
To manage leverage and maintain portfolio discipline, we cap the total valuation of foreign options at 15% of the overall portfolio, using their asymmetric payoff structure to capture upside potential without jeopardizing capital preservation.
Example 1: If you invest 1 million USD in Apple stock, the difference between a direct investment and an investment following the OCHUN strategy is shown below.
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Million Tugrik
Million Tugrik
Professional asset management enables effective risk management and high risk-adjusted returns.
Through portfolio optimization, the fund will appropriately diversify risk across the portfolio.
Flexibility by adapting between investment strategies based on prevailing market conditions.
Using suitable levels of leverage enhances returns.
• Foreign stocks
• Domestic corporate bonds
• Other strategies:
- Commodities
- Currencies
- Derivatives
• Limited Liability Company (LLC)
• Real estate (excluding REIT)
• Cryptocurrencies
• Domestic equity (Low allocations based on liquidity may be made to achieve higher returns)
Ochun Capital Private Investment Fund LLC
Shareholder meeting
Hedge fund
2029
Ochun LLC
Trade and Development Bank of Mongolia
₮20 billion
Up to 50
₮500 million
