Ali Marshad

Functions as a College/University

Provides asset management, brokerage, market maker and investment banking services

SICO-IM is an active, value-based, research-driven manager which invests in regional equities that are undervalued with the objective of seeking medium- to long-term capital appreciation. Their geographic focus is on the GCC and MENA regions. The firm employs a bottom-up approach to select stocks rather than making country calls and makes all investment decisions based on company research and analysis. Portfolio managers and analysts rely mainly on proprietary research, including a network of local senior management contacts, to make investment decisions. Their Khaleej Equity Fund primarily focuses on equities but may also invest in hybrid and debt securities. The SICO Gulf Equity Fund invests across the GCC markets excluding Saudi Arabia. The SICO Arab Financial Fund invests in financial sector securities listed on the stock markets of the Arab countries. The SICO Selected Securities Fund is a Bahrain-dedicated open-end fund that seeks medium to long-term capital growth and income from annual dividend distributions by investing primarily in equity securities listed or expected to be listed on the Bahrain Stock Exchange. They may also invest in debt securities listed on the Exchange.