Our Investment Strategy
Our investment strategy enables us to deliver
performance for our clients and positive social impact.
Learn more about our approach below.
Our Investment Strategy
Our investment strategy enables us to deliver performance for our clients and positive social impact.
Learn more about our approach below.
Our Investment Process
Review all public equity markets
Shukr tracks more than 50 markets which we review each month using chart analysis and a quantitative ranking system. This gives us a bird’s eye view of the dynamics occurring around the world.
Apply ethical screens, liquidity and market cap constraints
Shukr narrows the total investment universe by applying negative screens to all publicly traded stocks in the world as well as liquidity and market cap screens.
Ranking of Companies
In this step, we rank the universe of securities passing our screens using quality, growth and value factors. We focus on the top 10% of companies across the individual and combined metrics.
Shukr tracks more than 50 markets which we review each month using chart analysis and a quantitative ranking system. This gives us a bird’s eye view of the dynamics occurring around the world.
Shukr narrows the total investment universe by applying negative screens to all publicly traded stocks in the world as well as liquidity and market cap screens.
In this step, we rank the universe of securities passing our screens using quality, growth and value factors. We focus on the top 10% of companies across the individual and combined metrics.
Fundamental analysis of top ranked companies
Shukr conducts fundamental analysis of the top ranked companies from the previous step. We identify those companies where there is a significant mispricing between the current valuation and the valuation we believe is appropriate.
Construct portfolio with risk and ESG constraints
Shukr purchases the most attractive companies identified in the previous step only when a catalyst occurs. The portfolio will abide by our country and sector risk limits and have an overall ESG rating of “A” or higher as determined by our ESG provider, RepRisk.
Manage Risk
Shukr continually monitors the investment portfolio for sales triggered by our risk management system or profit taking discipline. Cash is only deployed when an opportunity arises and not simply to achieve a fully invested portfolio.
Shukr conducts fundamental analysis of the top ranked companies from the previous step. We identify those companies where there is a significant mispricing between the current valuation and the valuation we believe is appropriate.
Shukr purchases the most attractive companies identified in the previous step only when a catalyst occurs. The portfolio will abide by our country and sector risk limits and have an overall ESG rating of “A” or higher as determined by our ESG provider, RepRisk.
Shukr continually monitors the investment portfolio for sales triggered by our risk management system or profit taking discipline. Cash is only deployed when an opportunity arises and not simply to achieve a fully invested portfolio.
