Portfolio Management
CBK Capital is a leader and active player in asset management services in Kuwait
and the region. Offering a wide array of investment services including portfolio
and fund management.
Portfolio management services are managed by a well experienced team using the
latest sophisticated modeling methodologies to provide a unique risk adjusted
return outcome to its clients.
Funds
| Tijari Investment Fund – Launched in May 2002 and it is one of the best performing funds in its class in Kuwait. Fund objective is to generate high returns through investing in the Kuwait stock Exchange in a well diversified and risk adjusted control manner. |
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Tijari GCC Equity Fund – Launched in December 2005 the aim is to provide above average returns through diversifying the fund holdings between GCC countries. Targeting liquidity, price appreciation and dividends distribution. The fund attempts to maintain lowest risk by reducing the correlation between the invested markets.
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Tijari Islamic Fund – Launched in July 2006. The fund invests in Sharia compliant companies listed at the Kuwait Stock Exchange. Fund objective is to generate high returns in a well diversified risk adjusted control manner.
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Private Equity
CBK CAPITAL ASSET MANAGEMENT
Impeccable Pedigree
- Commercial Bank of Kuwait was one of the pioneers of Asset Management business in Kuwait. Team consists of same professionals who launched & managed all the "Tijari Funds" of Commercial Bank and who were responsible for managing Commercial Bank's sizable proprietary investments portfolio.
- The Team has a proven and successful track record. Well respected among the peer group, it has cosnsistently delivered superior returns to investors. The first Tijari Fund was launcehd way back in 2002.
- Migration of the team to CBK Capital provides continuity, in-depth money management skills and the same conservative investment outlook the bank was known for.
- Tijari Funds, now under the CBK Capital, cover a variety of asset classes, and geographies to catch to investors' interests.
- Funds offer a choice of Sharia compliant or conventional Funds.
In addition to managing the Tijari Funds at Commercial Bank, CBK Capital Asset Management team was also responsible for managing Commercial Bank's sizable propietary investment portfolio. It is well experienced in managing a variety of asset classes such as Local and International Equities, Bonds and Sukuks, Real Estate Funds and Alternative Investments (Private Equity and Hedge Funds).
CBK Capital is committed to excellence and has strong regional and global relationship with Corporate CEOs, Fund managers, Research analysts and other service providers such as Legal, Financial, Compliance and Risk Management consultants.
CBK Capital Asset Management team is known for its extensive and structured financial due-diligence process and well-versed in Fund Management, Fundamental & Technical analytics and in Risk management.
CBK Capital Asset Management team is committed to global 'Best Practice' standards and transparency in its operations.
Milestones
- Tijari Investment Fund: Was launched in May 2002 and invests in quality stocks of Kuwait companies listed on the Kuwait stock Exchange.
- Tijari Money Market Fund: One of the best performing among its peer group, this well diversified Fund, launched in September 2002 offers investors an alternative to deposits whilst providing a high degree of security and easier liquidity.
- Tijari GCC Equity Fund: Was lunched during the December 2005 and invests mainly in the large cap and high growth quality stocks of the GCC region.
- Tijari Islamic Fund: The Fund invests in the Sharia compliant companies listed on the Kuwait Stock Exchange. The Fund was launched in July 2006 and is conservatively managed.
- Tijari India Fund: This "Fund of Funds" which was launched during January 2007, invests in Indian equity markets.
- Tijari Islamic Money Market Fund: Launched during December 2007, this Sharia compliant Fund invests mainly in Islamic money market Funds and in Islamic debt instruments.
Future Plans
- Discretionary and Non- discretionary portfolio management.
- Wealth management and Advisory services.
- Regular income distributing Funds (Leasing / Real estate).
- Capital guaranteed products linked to a wide variety of underlyings, markets and commodities.
- Insurance and pension linked equity products.
- Tailor-made client solutions.