2nd of April, we hosted a guest lecture with Sherkhan Shamganov, Chief Investment Officer at Bolashaq Investments Ltd.
The session focused on the topic “What Makes an Investment Idea High Conviction?” and delivered substantial value to everyone involved.
Mr. Sherkhan shared insights drawn from his extensive experience and deep understanding of financial markets, offering students from Nazarbayev University and Maqsut Narikbayev University a rare opportunity to learn directly from a seasoned professional.
We are sincerely grateful to Mr. Sherkhan for taking the time to engage with students and contribute to their development.
Special thanks to NUSIF for their support in organizing the event, and to the students from MNU for their participation.
Links:
🔗 Sherkhan Shamganov Linkedin
🔗 Vantage Point Fund Linkedin
The session focused on the topic “What Makes an Investment Idea High Conviction?” and delivered substantial value to everyone involved.
Mr. Sherkhan shared insights drawn from his extensive experience and deep understanding of financial markets, offering students from Nazarbayev University and Maqsut Narikbayev University a rare opportunity to learn directly from a seasoned professional.
We are sincerely grateful to Mr. Sherkhan for taking the time to engage with students and contribute to their development.
Special thanks to NUSIF for their support in organizing the event, and to the students from MNU for their participation.
Links:
🔗 Sherkhan Shamganov Linkedin
🔗 Vantage Point Fund Linkedin
❤5👍1
The Vantage Point team has advanced to the finals and secured 1st place in the KPMG Strategy and Operations Case Championship.
Congratulations! 🔥
Congratulations! 🔥
❤12
Vantage Point Team advanced to the finals of the Mastercard x NU Case Club Championship and delivered an outstanding presentation, earning a place in the Top 6 among more than 50 participating teams.
Many thanks to Mastercard and the NU Case Club for organizing this event.
Congratulations to the team!
More wins ahead!
Many thanks to Mastercard and the NU Case Club for organizing this event.
Congratulations to the team!
More wins ahead!
❤10
Together with NU Data Science we had the privilege of hosting Ms. Aizhan Adail, Senior Data Analyst in Sustainable Finance at Bloomberg.
What stood out most was the clarity around how finance is evolving today. The conversation naturally shifted away from traditional views of the industry and toward a more data-driven, interdisciplinary reality.
Ms. Aizhan shared how work inside Bloomberg actually looks on a day-to-day level in execution. From validating datasets used by institutional investors to collaborating across product, engineering, and client teams.
Grateful for sharing her experience and giving a real look into the intersection of finance and data at a global level.
And special thanks to NU Data Science for co-hosting this session.
More conversations like this are coming.
Vantage Point Club | NU Data Science
Aizhan Adali in Linkedin: https://www.linkedin.com/in/aizhan-adali-aijia/
Vantage Point Club in Linkedin: https://www.linkedin.com/company/vpointfund
What stood out most was the clarity around how finance is evolving today. The conversation naturally shifted away from traditional views of the industry and toward a more data-driven, interdisciplinary reality.
Ms. Aizhan shared how work inside Bloomberg actually looks on a day-to-day level in execution. From validating datasets used by institutional investors to collaborating across product, engineering, and client teams.
Grateful for sharing her experience and giving a real look into the intersection of finance and data at a global level.
And special thanks to NU Data Science for co-hosting this session.
More conversations like this are coming.
Vantage Point Club | NU Data Science
Aizhan Adali in Linkedin: https://www.linkedin.com/in/aizhan-adali-aijia/
Vantage Point Club in Linkedin: https://www.linkedin.com/company/vpointfund
❤9
York Space Systems (YSS) update by Adilet Zhakypbay.
Ticker: YSS
Entry Price: 26.21
Current Price: 38.31
Upside: +46.17%
“While the financial world is fixated on the AI trend, a new "mega-trend" is emerging in the background: the industrialization of space. With the Artemis II crew completing historic lunar flybys and the anticipation of a SpaceX IPO, space has evolved from a government-only domain into a massive commercial infrastructure market. We recognized this shift early, initiating coverage and writing our investment thesis on York Space Systems (YSS) prior to its January 2026 IPO. Despite a post-listing dip to approximately $22, the stock has shown impressive resilience, recently reaching a peak of nearly $40 before settling around $37 - well above its $30-$34 IPO range. This recovery serves as a strong signal of the market's belief in York’s unique business model.
Looking ahead, we see several catalysts that could further re-rate the stock, including the conversion of its $642 million backlog and the continued expansion of U.S. defense spending; the market is pricing in York’s potential to become a dominant, defense-like manufacturing powerhouse. As we’ve learned from our previous successful trades, a winning outcome is only half the story, understanding the fundamental drivers - is what truly matters. We will continue to track the YSS thesis and build out our coverage in this rapidly ascending sector.”
- Adilet Zhakypbay, investment analyst
Ticker: YSS
Entry Price: 26.21
Current Price: 38.31
Upside: +46.17%
“While the financial world is fixated on the AI trend, a new "mega-trend" is emerging in the background: the industrialization of space. With the Artemis II crew completing historic lunar flybys and the anticipation of a SpaceX IPO, space has evolved from a government-only domain into a massive commercial infrastructure market. We recognized this shift early, initiating coverage and writing our investment thesis on York Space Systems (YSS) prior to its January 2026 IPO. Despite a post-listing dip to approximately $22, the stock has shown impressive resilience, recently reaching a peak of nearly $40 before settling around $37 - well above its $30-$34 IPO range. This recovery serves as a strong signal of the market's belief in York’s unique business model.
Looking ahead, we see several catalysts that could further re-rate the stock, including the conversion of its $642 million backlog and the continued expansion of U.S. defense spending; the market is pricing in York’s potential to become a dominant, defense-like manufacturing powerhouse. As we’ve learned from our previous successful trades, a winning outcome is only half the story, understanding the fundamental drivers - is what truly matters. We will continue to track the YSS thesis and build out our coverage in this rapidly ascending sector.”
- Adilet Zhakypbay, investment analyst
❤5