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Asset Management 
 
Audi Capital Asset Management
  • One of the best performing MENA actively managed equity funds.
  • Consistent Alpha generation since inception during both bull and bear markets.
  • Best performer among eight of the top MENA equity funds (since fund inception).
  • An opportunistic top-down investment theme approach in a distinctive bottom-up investment allocation framework that includes:
    -Country and sector investment processes and proprietary stock allocation procedures.
    -Efficient risk management on the back of sophisticated and proprietary risk management systems adapted to local markets.
  • Leverage on one of the most established research teams in the region.
  • Local expertise and privileged corporate access in the MENA universe.
  • Higher potentials of Alpha generation in a relatively under-researched universe.
  • Smaller boutique structure offering the advantage of higher investment flexibility.
 
Funds Performance
 
Fund Name
2007
2008
2009
2010*
Since Inception**
Arabian Opportunities Fund
24.57%
-45.57%
18.76%
2.61%
-17.63%
Saudi Index Fund
-
-41.97%
-18.98%
6.24%
-41.81%
Al Safwa Saudi Index Fund
-
-
9.39%
4.40%
10.79%
* Year to date as of 31 July.
** Since Inception as of 31 July.
 
 
Discretionary Portfolio Management
 
• Wealth Management

Our team of professional wealth managers treat discretionary clients as privileged, providing the highest standards of investment care and expertise.

We will sit with you, understand your risk profile, financial goals, return requirements, liquidity needs and time frame, in order to tailor the most suitable portfolio. Our discretionary role is exercised only to achieve your goals under disciplined and unique investment process.

We will be interacting with you regularly whether on a monthly basis or even on weekly and daily basis to see whether your objectives changed and to give you detailed summary on your overall positions.

Finally, “Audi Saradar Group” expertise in Private Banking and its International market research team is an added value to all Audi Capital’s private bankers and wealth managers, as it provides us with daily detailed market recommendations.

 
Contact Us
 
If you would like to receive further information on our range of investment services, or arrange a meeting to discuss your investment requirements, please call:
 
Elias Kakos

Director, Institutional Business Development
Riyadh:+966 1 219 9300
Email: elias.kakos@audicapital.com
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