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-strategy-bg

Our Investment Strategy

Our investment strategy enables us to deliver performance for our clients and positive social impact.

Learn more about our approach below.

01 - 05


Socially responsible investments.

We only invest in socially responsible companies that make a positive impact on society.

02 - 05


Invest using evidence-based methods.

We are skeptical by nature and believe an investment strategy must be built on principles that are rigorously tested. But just because something “worked” historically does not mean it will “work” in the future. Therefore, we continually question our own assumptions, knowing that markets evolve.

03 - 05


Buy profitable, undervalued companies with high growth rates.

Shukr seeks to invest in companies that are trading at a discount to expected earnings growth rates while achieving high returns of profitability. We believe companies with low growth rates tend to have less mispricings than those with high growth rates.

04 - 05


Focus the portfolio for outperformance.

By focusing on a select number of companies, Shukr can achieve returns in excess of the market. To avoid large declines, Shukr follows a strict risk management system.

05 - 05


Manage risk.

No one is always right. We limit losses on all positions and hold cash in extreme market conditions.

Our Investment Process

Our-Strategy_01-03

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.

Our-Strategy_02-05

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.

Our-Strategy_03

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.

Our-Strategy_04-12

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.

Our-Strategy_05

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.

Our-Strategy_06-14

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.

If you are interested in learning more about Shukr Investments, we’d love to hear from you.

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