Money and portfolio management

Lotus Financial Investments is the first company to supervise the management of financial portfolios in Palestine for its investors, with assets valued at more than $40 million.

The company focuses on achieving medium- and long-term capital appreciation by investing in the local and regional capital markets. When evaluating financial portfolios, the company takes into account two approaches: the macro-level approach and the micro-level approach. The macro-level (descending) approach studies many variables, including location, sector, and company value proposition. On the other hand, the bottom-up micro-level approach focuses squarely on selective companies that are strategically positioned in their markets.

Lotus Financial Investments invests in high-rated and medium-risk companies in the Palestinian, Jordanian, Egyptian, and Gulf Cooperation Council financial markets to create diversified financial-investment portfolios, thus mitigating risk and increasing returns.