Asset Management

Track Record of Investment Success

The investment philosophy at U Capital is derived from the extensive experience of its portfolio management team members. The philosophy uses a dynamic combination of Top-Down and Bottom-Up approaches with emphasis on either approach changing from time to time.

U Capital is an active manager with a focus on generating superior returns on a risk adjusted basis. Our team manages three Funds (including one as an Advisor) and several discretionary portfolio mandates.

Currently managing discretionary portfolios for several local, regional & international institutional clients. Clients include Government Pension Funds, Sovereign Funds, Banks, Central Banks, Public Listed Companies and HNW individuals. Work with external Best-in-Class Global Asset Managers to offer tailor made solutions for non-MENA investments compassing a range of Equity and Fixed Income products. Asset Management team comprises of 5 professionals supported directly/indirectly by other U Capital divisions for relationship management, operations, and research.

  • Country Specific Equity mandates
  • Regional Equity mandates
  • Fixed Income mandates

Latest Periodic Reports

Asses Under Management & Custody

 

USD 1.3 billion

Mutual
Funds

 

Two Managed & 1 Advised

Discretionary Portfolios

 

Tailor-made investment offerings

Total Team Experience

 

Combined 89+ Years

The Team manages two mutual funds: Ubhar GCC Fund and First Mazoon Fund. More details can be found here.