PORTFOLIO MANAGEMENT
Ahli Capital Investment Company delivers tailored discretionary portfolio management solutions designed to help clients achieve their investment goals with clarity, discipline, and agility. Our portfolios are constructed based on a deep understanding of the clients' risk appetites, return expectations, liquidity needs, and investment horizons.
Through strategic partnerships with leading global asset managers, the company offers a diverse range of portfolio strategies across asset classes, including equities, fixed income, real estate, private credit, and multi-asset allocations. These solutions are structured to meet varying market conditions, risk tolerances, and performance objectives.
PUBLIC MARKETS
Our Public Markets Portfolio Management offers tailored discretionary solutions to help clients invest with purpose and pursue their financial goals. We deliver a spectrum of model and custom portfolios that align with each client’s risk-return profile.
MULTI-ASSET INCOME PORTFOLIO
Invested in public equity and fixed income markets, it is designed to generate regular income with moderate risk exposure.
In addition, the company offers customized solutions aligned with each client’s specific investment mandate.
Portfolio strategies are categorized by target volatility and investment objectives:
CONSERVATIVE
5–8% volatility; balances income with modest growth potential.
MODERATE
5–10% volatility; targets long-term capital appreciation with controlled risk.
GROWTH
Above 10% volatility; emphasizes capital gains and long-term growth.
Private Markets
The company offers clients direct access to a diverse and carefully curated selection of private market opportunities, designed to enhance portfolio resilience and long-term performance.
Through a disciplined approach and global reach, the firm provides institutional-grade access to alternative asset classes, including:
PRIVATE CREDIT
Investing in private markets involves allocating capital to non-publicly traded assets such as private credit, real estate, and private equity, where returns are driven by underlying cash flows and/or long-term value creation. These investments typically offer enhanced yield and diversification but require longer holding periods, disciplined due diligence, and careful liquidity considerations.
PRIVATE EQUITY
Private equity (PE) is a form of financing where capital is invested into privately held companies, ranging from startups to large private enterprises in exchange for equity, or ownership stake Around 90% of all companies globally are privately held. Since private equity funds have far more control in the companies that they invest in, they can make more active decisions to react to market cycles, the result is that performance of private equity funds is steady during periods of market stress than public markets
REAL ESTATE
Real estate better suits investors looking for long-term capital appreciation, with an income component as well. Real estate is an asset class that is geared towards providing capital growth over time. This has multiple drivers, like inflation hedging characteristics, long-term demand/supply dynamics, and manager value-added strategies.
Leasing and Asset-Backed Finance
Asset-backed and leasing investments involve financing income-generating assets—such as equipment, aircraft, real estate, or financial assets like receivables—secured by underlying collateral and repaid through stable lease or payment streams. They offer predictable, contract-driven returns with downside protection supported by the recoverable value of the underlying assets.
INFRASTRUCTURE
Infrastructure offers an investment in essential physicals assets that support economic and social activity with returns that are largely driven by stable and predictable cash flows that are commonly linked to inflation through contractual or regulated mechanisms, providing a more resilient investment in times of market volatility. This is largely due to the nature of the underlying assets that are typically essential to the world economy & population.
TRADE FINANCE
Trade finance offers an asset-backed financing opportunity with income that is positively correlated with interest rates, and offering a slightly more resilient investment in times of economic turmoil. This is largely due to the nature of the underlying assets that are typically essential to the world trade and economy.
The private markets platform is structured around client-centric strategies that are return-focused, risk-aware, and aligned with long-term financial needs of clients. Investment opportunities are sourced through a network of regional and global partners who stand at the forefront of global private markets, offering clients access to best-in-class exposures typically reserved for institutional investors.
Whether targeting income, growth potential, or portfolio diversification, Ahli Capital’s private markets strategies are designed to reflect each client’s financial goals, liquidity preferences, and risk profile. Each opportunity is subject to rigorous due diligence and structuring oversight to ensure alignment with client expectations and market conditions.
Through innovative structuring, deep sector knowledge, and a personalized investment approach, the company empowers clients to unlock the full potential of private market investing.