Investment Approach
As a long-term investor, our investment approach 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 approach 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 three key areas namely International Investments, Local Investments and Government Holdings.
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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 three key areas namely International Investments, Local Investments and Government Holdings.
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Collaborative Management
A key element of our approach is to act as a strategic liaison between Mumtalakat, the senior management teams, and other stakeholders within our portfolio companies. Mutual exchange of ideas adds value to these partnerships, while active management of national strategic assets enables a balanced sector-agnostic portfolio.
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Financial Prerogatives
Our mandate focuses on delivering absolute financial returns. We seek to achieve sustainable growth, employing clear hurdle rates for our investments.
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Local Presence
Through our Local Investments, we are committed to investing in and for the Kingdom of Bahrain 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 Local Investments team oversees a portfolio of Bahrain-based strategic investments.
In Bahrain, the team oversees several of the largest players in critical non-oil and gas sectors which include Aluminium Bahrain (Alba), Batelco, National Bank of Bahrain (NBB), and Edamah.
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’.
Internationally, the team oversees investments across several industries, including: McLaren Racing (motorsports), FAI Aviation Group (aviation), Grupo Premo (electromagnetics), Aleastur (aluminium alloy manufacturing) and Gulf Cryo (industrial gases).
We seek to generate sustainable long-term financial returns through a globally diversified investment strategy.
We seek 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 Government Holdings portfolio comprises government-run assets of national strategic importance to the Kingdom of Bahrain.
Held by Mumtalakat, these companies are operated by the relevant government bodies with whom we collaborate closely.
