Investment strategies

Three distinct vehicles for capital allocation across regional and global markets.

Each strategy reflects a disciplined, research-driven approach to identifying and executing investment opportunities. We offer fund structures or segregated account arrangements tailored to the preferences, governance requirements, and liquidity objectives of our clients.

MENA Equity Strategy

This strategy is designed for clients seeking long-term capital appreciation through a carefully selected portfolio of public securities across the Middle East and North Africa. It combines a macro view of regional trends with a fundamental focus on balance sheet strength, franchise quality, valuation discipline, and management execution.

Key characteristics:

  • Constructed as a concentrated yet diversified portfolio that aims to capture asymmetric risk-reward opportunities while preserving liquidity and portfolio resilience.
  • Combines top-down macro analysis with bottom-up stock selection, allowing the team to identify both structural growth themes and dislocations created by temporary market sentiment.
  • Driven by in-depth analysis of countries, sectors, and individual securities, with a strong emphasis on governance, capital allocation, and management quality.
  • Favors companies with durable competitive advantages, strong cash generation, and the ability to compound shareholder value through market cycles.
  • Designed to align with clients who want exposure to regional growth while maintaining a high standard of risk oversight and transparency.

Global Long/Short Strategy

Our global long/short equity strategy seeks to generate positive absolute returns across varying market conditions by combining a top-down thematic framework with bottom-up fundamental research. The portfolio blends high-conviction long positions with selective short exposure, aiming to reduce market beta while preserving the ability to capture alpha.

Key characteristics:

  • Utilizes a core and satellite structure, where core positions are held for longer-term compounding and satellite allocations are reserved for more opportunistic or event-driven situations.
  • Seeks to deliver consistent performance across market cycles rather than relying solely on broad market direction.
  • Employs a combination of equity exposure and selective use of derivatives and hedging tools to manage risk dynamically and preserve capital during periods of volatility.
  • Typically maintained over a medium-term horizon, with the flexibility to hold positions longer when conviction remains strong and the fundamentals continue to improve.
  • Designed for investors who value active risk management, flexibility, and a more defensive approach to traditional long-only equity investing.

Global Shariah Strategy

The global Shariah strategy offers long-term capital appreciation through a diversified portfolio of Shariah-compliant public equities. It is structured to preserve the discipline of traditional equity investing while meeting the governance and ethical standards expected by a growing base of institutional and private investors.

Key characteristics:

  • Adheres to rigorous Shariah investment guidelines approved by the Amanie Shariah Supervisory Board, with ongoing compliance oversight.
  • Combines top-down thematic thinking with bottom-up fundamental selection to identify high-quality businesses that meet both financial and ethical criteria.
  • Balances core holdings in durable compounders with more opportunistic allocations in sectors and themes where upside potential is attractive and risk is well-defined.
  • Focuses on businesses with strong capital discipline, resilient business models, and clear long-term growth pathways.
  • Well suited to investors looking for a sophisticated, ethically aligned investment approach with institutional governance and disciplined execution.