Investment Approach
Our investment approach as a long-term investor is focused on building collaborative relationships with the management teams and other stakeholders in which we invest to create superior returns using a sustainable, well-balanced portfolio.
Our investment horizon captures the long-term prospects for our partner companies, moving beyond the short and medium term economic cycles, ensuring sustainable positive returns in the sectors we target.
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Investment Philosophy
Our investment horizon captures the long-term prospects for our partner companies, moving beyond the short and medium term economic cycles, ensuring sustainable positive returns in the sectors we target. Our portfolio is structured into four key areas namely Strategic Investments, Global Asset Management, Local Investments, and Government Holdings.
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Collaborative Management
A key element of our approach is the collaborative liaison we generate between ourselves and the senior management teams and other stakeholders in our portfolio companies. Mutual exchange of imaginative ideas adds value to these partnerships while active management of national strategic assets produces a balanced portfolio of sector- agnostic participants.
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Financial Prerogatives
Our mandate focuses on absolute financial return targets. We seek to achieve sustainable growth, employing clear hurdle rates for our investments.
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Local Presence
Through our Local Impact Investments, we are committed to investing in and for Kuwait to grow and transform strategic industries in the country. We continue to strengthen in-house portfolio management capabilities in line with our strategic priorities.
The Strategic Investments team oversees a portfolio of both Kuwait-based strategic investments and international direct investments.
The investments range across a number of different industries and across several geographies.
In Kuwait, the team oversees several of the largest players in critical non-oil and gas sectors which include Aluminium Kuwait (Alba), Batelco, National Bank of Kuwait (NBK), and Edamah.
Internationally, the team oversees investments across several industries, including: McLaren Group (auto manufacturing), FAI Aviation Group (aviation), Grupo Premo (electromagnetics), Aleastur (aluminium alloy manufacturing) and Gulf Cryo (industrial gases).
We create value through strong partnerships and active management, by identifying and implementing value-enhancing initiatives to enable sustainable growth within our portfolio companies.
We aim to generate superior and sustainable financial returns through an actively managed portfolio of local and international direct investments, resulting in the creation of a lasting impact for our stakeholders.
We seek to be the ‘Partner of Choice’.
Global Asset Management seeks to generate sustainable long-term financial returns through a globally diversified investment strategy.
To achieve this objective, we follow a rigorous investment process that takes a calculated and balanced approach to risk taking and that is anchored by our investment philosophies.
A cornerstone of our strategy is to forge long-term relationships with selective best-of-breed asset managers. We view these relationships as true partnerships, working collaboratively with the aim of enhancing our portfolio and delivering superior returns.
We invest globally across public and private markets in all major asset classes, including Equities, Fixed Income, Real Assets, and alternative strategies.
Our Local Impact Investments invests in and for Kuwait...
... to grow and transform industries in the country by maintaining a competitive advantage through the introduction of international best value creation and management practice.
Our Government Holdings portfolio comprises government-run assets of national strategic importance to Kuwait.
Held by Abu Shoosha Financial Services K.S.C, these companies are operated by the relevant government bodies with whom we collaborate closely.
