PRODUCTS
and SERVICES
Investment management solutions for institutions
Yousif Capital Management offers their investment management services primarily to institutional clients. We manage these assets as separately managed portfolios where the client alone owns the underlying securities. Our strategies are generally based on a publicly available index which serves as our benchmark. We also customize the index holdings to fit each individual client’s needs. It is our belief that publicly available indexes were made for measurement, not investment and therefore need modification to better fit each clients’ desired outcomes.
INVESTMENT EXPERTISE & CAPABILITIES
Our investment expertise and capability to provide clients with alpha is in U.S. Large Cap equities, U.S. Mid and Small Cap equities, International Developed equities, International Emerging equities, and global Investment Grade bonds.
We believe that each investable security offers exposure to specific factors, and the factors that generate alpha include:
Dividend Growth
Low Volatility
Quality
Size
Value
Growth
In the Fixed Income space, we believe that clients are better suited to match their needs by determining their exposure to the following factors:
Duration
Quality
Sector Exposure