Management of funds and portfolios
Lotus Financial Investment is considered the first
company in Palestine to oversee the management of portfolios for its
investors with assets under management valued at more than 40 million
The company focuses on achieving mid-term and long-term
capital appreciation through investing in the local and regional capital
markets. Two approaches are considered when evaluating portfolios; macro
level approach and a micro level approach; the top-down macro level
approach, studies several variables including location,
industry and company value proposition, on the other hand, the bottom-up
micro level approach, focuses directly on selective companies strategically
positioned in their markets.
Lotus Financial Investment company invests in blue chip
companies in the Palestinian, the Jordanian, the Egyptian and GCC financial
markets to create a uniquely positioned diverse portfolio thus alleviating
risk and increasing return.