UNITY AIM: BRIDGING OPPORTUNITIES - CREATING SHARED VALUES
Founded in 2020 as a fully owned subsidiary of Unity Capital LLC, Unity Asset Management has an aspiration to become a Bespoke Investment Management Firm.
The company aims to provide personalized investment management services tailored to the needs and risk profile of a diverse group of private and institutional investors. We will work closely with businesses and entrepreneurs to deliver appropriate financing solutions.
ABOUT THE COMPANY
Unity Asset Management IMC/investment management company/ LLC, founded in April 2020, is a subsidiary of the Unity Capital LLC. The Financial Regulatory Commission of Mongolia registered the company as its regulated entity and issued an investment management license on June 29, 2020. The license allows the company to establish and manage different types of investment funds in the country.
The company will leverage the expertise, reputation, and broad professional network of its founding partners to establish itself as a preferred Investment Management Company amongst its funds investors and investees.
We will employ a careful consideration in combining a variety of investment opportunities and environment, and a risk-return preference of the prospective investors when establishing a fund.
Our strategy is to employ the right knowledge and resources by involving industry specialists, technical experts, and embracing partnerships with relevant institutions when developing our products, underwriting investments, and managing investment portfolio.
Our commitment is long-term. We want our investors to see us as their trusted investment/asset/wealth manager capable of providing personalized investment solutions.
When we decide to invest with a company, we go all in and become fully invested in all aspects of its business to come up with a prudent financing solution that creates value not only for our investors but also for the company itself.
FOUNDING PARTNERS & BOARD
Integrity and Professionalism
Founding partners of Unity Capital LLC, the holding company of Unity Asset Management, have a successful track record of serving in the senior professional and executive positions with leading institutions operating in the financial, legal advisory, logistics, and manufacturing sectors in the country. Their expertise, integrity, in-depth understanding of the local business environment and professional reputation accumulated over the last 20 years will be key to building a firm foundation for our business.
BAT-OCHIR DUGERSUREN
Founding partner, Board Member & CEO, Unity Capital LLC
Board Member & CEO, Unity Asset Management IMC LLC
Bat-Ochir Dugersuren is a founding partner at Unity Capital LLC. Bat-Ochir provides independent consulting in corporate finance, investments, strategic management, and management systems. His area of expertise extends to strategic and operational management, corporate finance, management information systems, banking, capital market, structured finance, and market risk management.
Bat-Ochir has 20 years of professional and senior management experience leading the Banking, Financial Services Institutions.
Besides degrees in finance and business administration, he is licensed by the Mongolian Securities Dealers Association to provide investment management services in the Mongolian securities market.
ERDENEDALAI ODKHUU
Founding Partner & Board Member, Unity Capital LLC
Board Chairman, Unity Asset Management IMC LLC
Erdenedalai Odkhuu is one of the founding partners of Unity Capital LLC. Erdenedalai is also a partner at Melville Erdenedalai LLP, where he provides strategic legal advice, practicing mainly in the evolving and highly-demanding sectors of mining, telecommunications, energy, and renewable energy, infrastructure, petroleum, and finance. He advises clients on negotiation, competition and regulatory, mergers and acquisitions, financing and security, restructuring, licensing, and compliance, with particular emphasis on issues that may arise in Mongolia.
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Erdenedalai is the Honorary Consul of the Republic of Malta in Mongolia.
ALTANBAGANA SHIITUU
Founding Partner & Board Chairman, Unity Capital LLC
Altanbagana Shiituu is a co-founder of Unity Capital LLC. He is also a founder and managing director of Terra Express LLC, a leading Mongolian Mining Logistics Service Provider since 2011.
Altanbagana's past responsibilities covered strategic management, marketing, entrepreneurship, business process management, and mining logistics. He actively supports young entrepreneurs and has invested in start-ups in fintech and creative marketing.
He had a successful senior management career with leading industrial companies operating in manufacturing, agriculture, property management, and hospitality.
BATBOLD ARYASUREN
Independent Board Member, Unity Asset Management IMC LLC
Batbold Aryasuren is one of the founding partners at Gera Partners LLP.
Before starting his legal partnership, he worked as Chief Legal Advisor for Ard Financial Group LLC and Chief Operating Officer for Ard Insurance LLC. Batbold has in-depth knowledge of the operations and legal aspects of the banking, capital markets, and insurance sector of Mongolia.
He had an active role in the development of the microfinance sector in Mongolia and was a member of the senior management team that established the country's first non-banking financial institution and transformed it into XacBank, the 4th largest bank. Batbold held CEO positions with Ard Securities LLC and Ard Insurance LLC.
His legal background and direct involvement in the management and legal counseling of financial sector institutions rank him as one of the leading legal practitioners in the banking, capital markets, and insurance sectors.
INVESTMENT PHILOSOPHY & PROCESS
Bridging Opportunities. Creating Shared Values.
Creating and managing a fund, we want to provide our investors with a wide array of investment opportunities with distinct and differing risk-return profiles capable of addressing different investment objectives that one can have. Each fund must offer well-structured financing solutions to its portfolio companies that can bring fair returns to the fund while maintaining an acceptable level of risk.
We will strive to provide effective and efficient investment management services that shall create tangible value shared by our fund investors and investees.
We are open to partnership and cooperation and strive to assist any qualified investor, both local and international, willing to benefit from the current and future potentials of the Mongolian market.
We will analyze each company’s operating environment, sustainable strategic advantage, governance, management quality, and relevant performance metrics depending on the type of investment.
We will evaluate macroeconomic and relevant industry-specific operating environments within a fund's investment horizon and identify companies that can manage through different economic down-turns.
We will look for a good governance structure and quality management teams that can contribute to the positive performance of the company.
We gauge relevancy by developing an understanding of whether a company’s products or services have a sufficient and sustainable market, it has a reasonable level of track record to predict its future performance.
CONTACT
Suite 203, Nomadiko business centre, Velox office building, J.Batmunkh street 39/2, Sukhbaatar district, Khoroo 8, Ulaanbaatar 14192, Mongolia
UNITY TARGET INCOME FUND I
Our first fixed income fund, “Unity target income fund I” private investment fund LLC, has started its operations on July 26th, 2021. The fund plans to continue its operations until September 20th, 2023.
The fund’s investment objective is " To preserve the initial value of the investments and provide additional annualized target return of at least1.5% or higher above the benchmark return, which will be calculated as an average time deposit rate of the largest 4 systemically important local banks ".
The fund will invest primarily in fixed income instruments issued publicly or privately by medium and large institutions with sufficient operational track record and credit strength and relatively a stable operating environment. Whenever it is possible, the fund manager will take an active part in the structuring of the investments.