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