Capital Market Investment

By having the high potential of the Iranian Capital Market in mind and utilizing our in-house generated fundamental knowledge of the market above, we offer Discretionary Portfolio Management to our clients and tailor them a unique portfolio based on their risk profile.

Our Discretionary Portfolio Management service features:

  • Customized risk-adjusted portfolios tailored for each of our clients
  • Applying diversification theory and avoiding over diversification
  • A top-down fundamental analysis approach toward making investment decisions and analyzing companies
  • Opting buy-and-hold strategy with mid-term to long-term prospects for the fundamental equities
Capital Market
 

Investment Process

 

Our philosophy of investing in the Capital Market revolves around methodologic thinking, comparing intrinsic and market value, and risk profiling.

Capital Market analysis and investment portfolio formation are performed with the main processes as follows:

 

Market Analysis Portfolio Formation
Tracking local and international macroeconomic state Risk profiling and forming a tailored portfolio
Selecting high-potential industries Monitoring and rebalancing the portfolio
Performing fundamental analysis on chosen companies to create a watchlist  

 

All investment and portfolio formations are carried out within the framework of investment regulations and under the supervision of the investment committee.

 
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