Asset Management
Services
Wasatah Capital provides customized portfolio management services and asset allocation advisory services to semi-government institutions, insurance companies, family offices and high net worth individuals. Based on the changing global market conditions, our services are centered on these two pillars
- Discretionary Portfolio Management
- Wealth Advisory and Management
We also plan to provide collective investment instruments based on evolving market dynamics and unique investment theme.
The Company had over SAR 295 million in assets under management as of February, 2012.
Investment Philosophy
Emphasis on Fundamental Research and Market Timing:
We aim to invest in a selection of securities that will add optimum value to our clients’ portfolios. Fundamental analysis and research forms the backbone for any
strategic investment. The process also involves technical analysis as a tool for market timing.
Thorough Assessment of the Clients’ Requirements:
Our primary objective is to achieve the optimum total returns on the assets under our management, commensurate with the degree of risk specified as acceptable by the client.
Accent upon Consistency of Returns and Preservation of Capital:
We consistently apply a strict buy and sell discipline to every security in our clients’ portfolios so as to be able to provide them with a consistent return in the medium to long term.
Investment Process
At Wasatah, we strive to construct and manage high-quality portfolios that meet the objectives of our clients by deploying internal and third-party research, adhering to the investment strategy discipline, taking a long-term approach and focusing on diversification as a tool to risk management.
Our investment process is the result of our belief in the applicability of business cycles as well as a combination of macroeconomic and securities analysis for investment opportunities.