AWI
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:
-51.68%
Gain +7.75%
Monthly
-6.12%
Yearly
-51.68%
Drawdown
65.07%
$310.26M
Equity
Holdings
$310.26M
Investment
$521.16M
-$210.9M
Profit +$14.18M
Realized
$0
Unrealized
-$210.9M
Dividends
$0
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
7.75%
Profit
$14.18M
Win %
0%
This Week
Compared To Last Week
Gain
4.79%
Profit
$14.18M
Win %
0%
This Month
Compared to last month
Gain
-9.32%
Profit
-$31.89M
Win %
0%
This Year
Compared to last year
Gain
-23.97%
Profit
-$97.8M
Win %
0%
IBIT iShares Bitcoin Trust
+4.75%
+$14.05M No Data
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 $75.08M |
| Average Win $0 | Best Trade - | Sharpe Ratio -3.19 |
| Average Loss -$70.3M | Worst Trade (Jun 05) -$174.62M | Z-Score 0 (0%) |
| Commissions $0 | Avg. Trade Length 8m 2w 4d | Expectancy -$70.3M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 4 | 4 | 4 | 3 | 3 | 2 | 2 | 1 | 1 | 0 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
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