Exceptional track record in delivering client returns and satisfaction

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 AUM totaled over KWD 1053 million (USD 3.49 billion) as of 30 September 2021.

Funds

Equity

Forsa Financial Fund

Nov 2003

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

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.

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

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

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.

Leadership Team

Amani I. Al-Omani

Managing Director

MENA Equities

Amani I. Al-Omani

Ghazi Ahmad Al Osaimi

Executive Vice President

Fund & Portfolio Management, MENA Equities

Ghazi Ahmad Al Osaimi

Mohammed Ahmed Al-Ghannam

Senior Vice President

Fund & Portfolio Management, MENA Equities

Mohammed Ahmed Al-Ghannam

Ahmad Khaled Al-Shalfan

Vice President

Fund & Portfolio Management, MENA Equities

Ahmad Khaled Al-Shalfan

Fahad Sami Al Rushaid

Assistant Vice President

Fund & Portfolio Management, MENA Equities

Fahad Sami Al Rushaid

Mohammad K. AlAbdulkader

Vice President

Buy Side Research, MENA Equities

Mohammad K. AlAbdulkader

Resources

Asset Management Products & Projects Highlights

16 February 2021

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Contact us

For strategic advice, connect with an asset management professional.

Call us at

+965 22248000

For queries

[email protected]

Awards