Mubasher Capital

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Asset Management

We hold asset management strategies to higher standards at Mubasher Capital. As your elite choice for asset and wealth management, we aim to generate long-term value by developing, acquiring, and managing a diverse portfolio of assets.

Our experts can help you plan for retirement and secure your investments to achieve your financial goals.

Asset management is the key to unlocking future wealth.

At Mubasher Capital, we manage a variety of asset classes, including equities, bonds, investment funds, private portfolio management, real estate funds, and private equity.

 We adhere to professional standards, listen to and understand your financial needs, and profile your risk tolerance to offer a tailored plan to help you achieve your financial goals.

Global Portfolio Services & Solutions

  • Analyze our portfolio performance results by examining the allocation, security selection & currency effect
  • Break down our portfolio by asset class, sector, region, duration, credit quality or any custom classification

Our Investment Philosophy​

  • Agnostic of style, region, sector, or theme
  • Cognizant of historical asset class returns
  • Big focus on asset class expectations (ACE)
  • Passives for beta, active managers for alpha
  • Clear Bull/bear market bigger allocation to passives Volatile market bigger allocation to active managers Risk vs return vs cost analysis

Asset Class Expectations

Empirical data shows asset allocation decision  accounts for > 90% of returns, stock selection < 6%

  • Proprietary forward-looking research methodology
  • Generate forward-looking expectations vs long-term historical asset class risk and return
  • Identify overvalued and undervalued opportunities as inputs into portfolio construction
  • Leading INDICATORS and Ai assist us to identify opportunities and risks before the market

GCC Market Asset Management

Proposed Investment Strategies:

  1. Sukuk Investment Strategy
  2. Dividends Investing Strategy
  3. ACTIVE MANAGEMENT Strategy

Sukuk Strategy:

  1. 1. Shariaa Compliant
  2. 2. Maturities up to 3 years
  3. 3. Semi- annual coupons
  4. 4. Return on investment up to 8%

Dividends Investing Strategy

  1. 1. An average of TTM dividends yield of 4.9%
  2. 2. Defensive sectors; Utilities, Consumer Staples and Healthcare averaged a yield of 5.1%