Watheeqa Asset Management aims to be the undisputed leader in regional markets and continues to build its local Asset management capabilities, as well as offering local clients access to structured regionally/globally investment products. Expertise, innovation and the owner-investor mentality are the hallmarks of the Asset Management services offered by Watheeqa Capital. Expertise has evolved over time, innovation is permanently present and the owner-investor mentality is one of the foundations of Watheeqa.

We at Watheeqa consider that building and maintaining a durable and committed relationship with our clients is essential in all Asset Management activities. This relationship concerns itself with, above all, the long-term preservation of our client's wealth. Our objective is to meet the client's expectations and our services and products will continuously evolve in order to meet the client's needs. Each client has his or her specific requirements and we do our utmost to satisfy them. To this end, a thorough understanding of the client's requirements and objectives is essential in structuring the most appropriate solution.

Investment Process

The principal driver of Watheeqa Asset Management's investment process is our 'top down' asset management strategy. Not only does this strategy introduce strict discipline to the highly subjective task of portfolio management, but it also provides for flexibility in method that is generally not associated with broad (generic) investment management styles (examples would be the well-known 'growth' and 'value' approaches to investing). Additionally, our investment philosophies are biased towards longer-term investment horizons as well as what might be termed 'contrarian' investment positions. These attitudes to portfolio management generally translate into immediate tangible benefits, which include lower portfolio turnover and so lower costs to our clients, as well as lower volatility in investment values over time, and so lower risk to our clients. Furthermore, Watheeqa Asset Management's status as an investment boutique often serves as a source of benefit to our clients in that our size and independence translate into agility in the portfolio management process.

Investment Tools

Watheeqa's investment strategies are driven by a wide range of forces. The most important of these is our in-house research team, which is responsible for formulating views on global economic developments, international business and investment trends. In turn, this provides Watheeqa Asset Management's Fund and Portfolio managers with the necessary tools for identifying business cycle phases; determining asset allocation strategies; and forecasting investment horizons. In addition to our in-house research, bottom-up qualitative research such as management interviews and company visits is also conducted. We aim to be the preferred choice of independent, unbiased and quality investment research in the region.

Our research reports are just a means of expressing ourselves while our aim is to identify profitable investment opportunities and ideas that will enhance the returns of all stakeholders over a sustained period of time.