Al Warda Investments RSC Ltd. Portfolio
Invests via Al Warda Investments RSC Ltd. | Managed by Mansour Al Ketbi, Kit Wai Li
Invests via Al Warda Investments RSC Ltd.
Managed by Mansour Al Ketbi, Kit Wai Li
Automatically Tracked
Company Profile
Regional investment holding focused on GCC private markets, Al Warda Investments RSC Ltd. manages a diversified portfolio across real estate, private equity, and mid-market operating businesses. The firm emphasizes capital preservation, strategic minority stakes and active governance to drive cash-flow improvements and asset appreciation. Investor profile: family-backed institutional sponsor with regional deal-sourcing, co-investment capabilities and a bias toward yield-generating assets.
Regional investment holding focused on GCC private markets, Al Warda Investments RSC Ltd. manages a diversified portfolio across real estate, private equity, and mid-market operating businesses. The firm emphasizes capital preservation, strategic minority stakes and active governance to drive cash-flow improvements and asset appreciation. Investor profile: family-backed institutional sponsor with regional deal-sourcing, co-investment capabilities and a bias toward yield-generating assets.
Investment Philosophy & Strategy
Regional family-backed holding that prioritizes capital preservation and income generation through diversified private-market allocations across real estate, private equity and mid-market operating companies. Strategy favors strategic minority and co-invest positions with active governance to unlock cash-flow improvement and asset appreciation. Underwriting emphasizes downside protection, yield orientation and mid-to-long-term hold periods, leveraging proprietary GCC deal flow, partnership-oriented value-add execution and disciplined portfolio-level liquidity and concentration limits.
Regional family-backed holding that prioritizes capital preservation and income generation through diversified private-market allocations across real estate, private equity and mid-market operating companies. Strategy favors strategic minority and co-invest positions with active governance to unlock cash-flow improvement and asset appreciation. Underwriting emphasizes downside protection, yield orientation and mid-to-long-term hold periods, leveraging proprietary GCC deal flow, partnership-oriented value-add execution and disciplined portfolio-level liquidity and concentration limits.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-40.64%
Gain -2.64%
Monthly
-3.3%
Yearly
-33.14%
Drawdown
71.43%
$376.75M
Equity
Holdings
$376.75M
Investment
$521.16M
-$144.41M
Profit -$6.16M
Realized
$0
Unrealized
-$144.41M
Dividends
$0
Goals
Avg. 31% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.64%
Profit
-$6.16M
Win %
0%
This Week
Compared To Last Week
Gain
-1.53%
Profit
-$5.84M
Win %
0%
This Month
Compared to last month
Gain
-3.17%
Profit
-$12.33M
Win %
0%
This Year
Compared to last year
Gain
-7.67%
Profit
-$31.31M
Win %
0%
No Data
IBIT iShares Bitcoin Trust
-1.61%
-$6.16M Events
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Dividends
Dividend Analysis
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No Data
| Trades 3 | Longs Won 0/3 0% | Profit Factor - |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $53.57M |
| Average Win $0 | Best Trade - | Sharpe Ratio -4.6 |
| Average Loss -$48.14M | Worst Trade (Oct 15) -$109.26M | Z-Score 0 (0%) |
| Commissions $0 | Avg. Trade Length 1y 2w 2d | Expectancy -$48.14M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 8 | 7 | 6 | 5 | 5 | 4 | 3 | 2 | 2 | 1 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| IBIT iShares Bitcoin Trust | 8.22M | $521.16M | $376.75M | - | -$144.41M | -27.71% | -1.61% |
No Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
How stable are Al Warda Investments RSC Ltd.'s monthly returns?
Al Warda Investments RSC Ltd.'s monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Al Warda Investments RSC Ltd.'s strategy be considered aggressive or moderate?
Al Warda Investments RSC Ltd.'s strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Al Warda Investments RSC Ltd.'s strategy?
Al Warda Investments RSC Ltd.'s strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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