Investment One
A representative investment made by the company within this asset class, illustrating its approach to acquisition, development, and realizing returns over a defined investment horizon.
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Equity Portfolio Management
Overview
The Securities House, established in 1982, is one of the oldest Kuwaiti companies in the sector and the largest listed Shariah-compliant investment company in Kuwait in terms of assets under management, with extensive experience and a strong reputation in asset management.
The company offers portfolio management services in all its forms (discretionary, non-discretionary and custody) targeted at local and GCC equity markets while remaining compliant with Shariah principles, managed by a team of professional investment managers.
Track Record
| Metric | Target | Actual |
|---|---|---|
| Holding Period | 3 Years | 2y & 5m |
| Total Return (net of tax) | 38.6% | 35.6% |
| Annual IRR | 11.5% | 14.9% |
| Distribution Yield | 8.0% | 8.0% |
Investment Examples
Investment Two
A representative investment made by the company within this asset class, illustrating its approach to acquisition, development, and realizing returns over a defined investment horizon.
Investment Three
A representative investment made by the company within this asset class, illustrating its approach to acquisition, development, and realizing returns over a defined investment horizon.