Senior Vice President-Portfolio Manager
The National Investor
Total des années d'expérience :21 years, 1 Mois
- Managing the USD 32 million TNI UAE Blue Chip Fund and delivering a consistent top quartile performance among peers (Awarded the best UAE Fund by the MENA Fund Manager Magazine in 2009)
- Managing the banking sector exposure of the TNI MENA UCITS Fund - USD 43 million-since launch in 2010 and delivering an outperformance of 4.2% against the banking sector benchmark
- Voting member of the Investment Committee
- Managing the portfolios in accordance with the investment process (country/sector/stock deviations and tracking error limits)
- Identifying top down country and sector themes
- Analyzing the UAE and the MENA (Banking Sector) benchmarks constituents and generating investment ideas
- Performing fundamental bottom-up stock picking on MENA companies
- Meeting with companies executive management on regular basis
- Performing comparative performance analysis of the funds versus their peers
- Attending fund raising roadshows with the business development team
- Assisting in the development and launching of TNI MENA UCITS Fund. Responsibilities include: drafting the fund’s prospectus, developing the investment strategies, guidelines and processes, and developing marketing material targeted to potential investors
- Co-managed the TNI-UAE Blue Chip fund (S&P “A” Rated) from 2006 to 2008
- Managed two discretionary portfolios of high net worth individuals covering GCC equities
- Advised institutional clients on strategic asset allocation, merits of third party investment proposals, and Sharia compliance
- Presented to the investment committees of these institutional clients’ detailed monthly reports and due diligence findings on their investments
- Conducted extensive industry and sector analysis on the GCC region
- Performed financial analysis on GCC companies using different valuation techniques such as discounted cash flows, comparative analysis and SOTP
- Provided advisory and trading services to more than 40 clients on attractive investment opportunities such as Lebanese listed equities, options on US listed equities and future contracts on commodities and currencies.
- Authored monthly and weekly reports on the performance of the Lebanese equity and bond markets.
