Equities
Islamic Global Equity
Investment Philosophy:
Alpha Generation: We believe stock selection is the most reliable and repeatable source of outperformance
Alpha Preservation: We believe disciplined portfolio construction is the key to consistency over time
Research Integration: We believe integrated quantitative and qualitative fundamental research is the key to superior stock selection
Integrity: We believe the following attributes are essential in managing a Shariah compliant portfolio
- An experienced and highly regarded Shariah adviser with its committee members of diverse background
- A proven stock screening process
We believe superior stocks are characterised by companies with:
- Improving and sustainable business fundamentals
- Rising investor expectations
- Attractive relative valuations
Islamic Regional Asian Equity
Investment Philosophy:
We believe alpha is generated primarily from a consistent, disciplined stock selection process within Shariah guideline
We seek stocks with desirable characteristics:
- Improving and sustainable business fundamentals
- Attractive relative valuations
- Increasing investor expectations
We support this with a tactical asset allocation overlay process that adjusts:
- Tracking error and beta limits
- Sector overweights / underweights
- Country overweights / underweights
As a result, we focus on constructing portfolios with:
- Earnings growth higher than market/consensus
- Price Earnings Ratio (PER) lower than market
- Dividend yield higher than market/consensus
- Price/Book lower than market