Asset Management

The Asset Management services offered by Markaz include diverse proprietary as well as customized investment solutions across mutual funds and specific portfolio management. Our investment process focuses on stock selection and is backed by quantitative and qualitative analysis undertaken by a professional team of experts. We have an investor-first approach, and we seek to provide them with the best opportunities for sustainable wealth creation.

Markaz’s total assets under management are KD 1.21 billion as of December 31, 2023.

Funds

Equity

Forsa Financial Fund

Nov 2003

Equity

GCC Momentum Fund

Jan 2023

Equity

Markaz MIDAF Fund

Jun 2001

Equity

Markaz Mumtaz Fund

Dec 1999

Equity

Markaz Islamic Fund

Oct 2003

Real Estate

Markaz Real Estate Fund

Jun 2002

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Portfolio Management

Markaz provides portfolio management services, including discretionary, non-discretionary and advisory services. Our team of highly experienced professionals offers customizable investment solutions that match our clients’ investment objectives and risk tolerance. We maximize and deliver returns by deploying the right mix of opportunities across asset classes and geographical borders.

Equity Portfolios

Conventional & Shari'ah compliant portfolios
High convictions (opportunistic) portfolios
Dividend-Yield portfolios

Real Estate Portfolios

We develop and execute tailored real estate investment strategies across multiple geographies within the MENA region for our clients. Our professional team is equipped with long experience in the MENA real estate market which allows investors to benefit from the advantages and developments of various real estate sectors in the MENA market. Mena Real Estate services provided to institutional and individual clients include:

Income generation portfolio
Development portfolio
Single investment portfolio
Single client tailored portfolio

Fixed Income Portfolios

Markaz Fixed Income offers investors the opportunity to invest in bonds, sukuk and other fixed income instruments issued in the MENA region, emerging markets and globally. Fixed income services provided to institutional and individual clients include:

Investment advisory services
Portfolio Management services: tailor-made portfolios to meet the clients’ financial objectives:
- Discretionary portfolios
- Non-discretionary portfolios
- Custody portfolios

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Market Making

The Capital Markets Authority (CMA) has granted Markaz the “Market Maker” license in 2020.

Market making is an essential tool to increase market liquidity and improve market efficiency. This tool allows Markaz to actively quote a specific security chosen in the market by offering liquidity through providing ‘bid and ask’ quote in the market.