Investment management

We specialize in building long-term and sustainable investment portfolios as well as profitable investment strategies to benefit from dislocations in key parts of the public and private markets across asset classes and geographies.

Our uniquely pragmatic approach to investment structuring and management is key to our success.

Managed Accounts

Our active management of diversified portfolios on a discretionary basis is designed to meet client liquidity requirements and deliver suitable risk-adjusted returns. We structure portfolios and define their strategic allocation based on client needs, market conditions, and asset class outlook. Our team works on carefully sourcing and acquiring suitable investments, and proactively manages and rebalances the portfolio and all underlying investments based on each client’s investment policy. Our expertise lies in the successful development and implementation of the investment policy statement which is the backbone of our approach to asset allocation. We spend considerable effort on managing the income, growth, and liquidity profile of our asset allocations to deliver the returns our clients need consistently.

Given that portfolio objectives are defined by client requirements, and market conditions are independent, we focus our attention on strategic and tactical asset allocation. We have developed proprietary strategies in multiple asset classes, supported by strong in-house research, that are consistent with our investment philosophy. These strategies are continuously monitored and enhanced to adapt to different market conditions and asset class cycles.

We take a practical approach to risk management by considering various historical and prospective downside scenarios and their potential effects on asset classes.  This approach helps protect our portfolios from market noise and ensures that we consistently meet short and long-term portfolio objectives.

FUNDS

Global Real Estate Fund (GREF)

GREF is an international commercial real estate fund, offering exposure to robust property investments in the US, UK, and Europe. The Fund provides investors the flexibility of investing in their currency of choice with the objective to generate long-term consistent returns through diversified investments in high-quality, low- to moderate-risk commercial real estate across sub-sectors including offices, life sciences, medical, etc.

With GREF, investors can invest in one or more core/core plus properties that generate steady returns. The Fund presents a unique opportunity to investors who seek consistent value while minimizing their currency exposure by providing them the flexibility to invest in multiple currencies and markets under one structure.

Morood Income Fund – Global Equities

Our income focused Global Equities Fund targets to generate an above average income return for investors mostly from exposure to global equities through derivatives. This strategy is suitable for investors wishing to generate above average income via exposure to fundamentally strong public companies selected due to their relative value strength on a multi-factor research review, while taking lower price risk than a traditional long-only strategy.

In addition, the Fund aims to distribute most of the net income generated and to generate a positive absolute capital profit over the investment horizon while preserving principal invested and managing risk comprehensively.