Fixed Income
Many investors today are interested in fixed income strategies that aim to consistently generate above-market returns across a variety of market and economic environments.
We offer several approaches designed to meet this goal, by bringing together innovative research and forward perspective across our suite of regional and global multi-sector and single-sector services – to solve our clients’ most complex and unique set of investment challenges.
Informed by multidisciplinary research on countries, sectors, and individual securities, our solutions run the full scope of the world’s fixed income prospects, and are designed to meet the varied objectives of investors across geographic, duration, and credit-risk dimensions.
Whether an investor is seeking a broad-market solution or strategies based on more specific duration, geographic, or sector parameters, we have the resources to help meet the need.
Public Companies
We believe that public equity is a core component of a diversified investment portfolio. Public equity investments may offer high liquidity, dividend income, diversification across sectors, and/or appreciation in value.
It is not unusual for many public sector organisations however, to suffer because of an improvident asset management strategy and as a result, find themselves unable to achieve their overall impact and financial objectives. As such, we implemented a novel way of dealing with the processes and practices that result in effective public company management across all the industries in which we operate.
By adopting a long-term perspective, we identify and offer a differentiated range of public equity investment products focused on developed, frontier, and emerging markets to help public institutions achieve their long-term financial goals.
Private Equity
We are a value-oriented private equity investor that seeks excellent returns primarily through improved business operations, specialising in a broad range of industries primarily across the MENA region. Growth in the GCC based and related companies is our preferred objective, with the aim to add value and help companies grow into market leaders.
We know that the right private equity partner is an important decision with long-term implications. Owning a company requires responsible stewardship, and accepting investment capital from others is of great responsibility.
Our integrated business model allows our team to seek investment opportunities where it can leverage the full breath of its financial and operational expertise, delivering optimal, long-term solutions. We seek to be thoughtful and prudent guardians of the businesses we oversee and the capital we manage.
Our patient investment approach and highly regarded turnaround capabilities are tools that can help portfolio companies fix ailing balance sheets, address competitive and economic challenges and focus on implementing effective, value-driven business plans. Our private equity and operations experts have extensive experience across many sectors in which we are highly selective, including:
- Industrial
- Manufacturing
- Retail
- Transportation and logistics
- Healthcare
- Education
- Conventional and renewable energy
- Technology
- Tourism
- Financial Services
However, we are opportunistic investors and will pursue attractive opportunities in other sectors which meet our criteria.
Funds
Any discerning investor would require access to professionally managed, diverse funds. The Monarch provides a variety of investment objectives to ensure the right people are invested in the right funds for the right reasons. We continually make informed investment decisions based on what’s right and suitable for them, offering a range of open-ended and close-ended funds to suit their needs. Our pooled, sector specific funds capitalize on the burgeoning MENA financial markets among others in Europe and North America.
Identifying Ideas
We focus on identifying, growing and building great businesses by practicing due diligence and field-based research to gain conviction around our investment ideas. We help clients identify the most promising market and product opportunities and strategies, while providing the foundational tools, processes, and implementation capabilities needed to help drive their growth initiatives.
Acceleration and Mentorship
We believe in winning teams, not just ideas. We are dedicated to investing, mentoring and providing corporate access and contacts to various companies in various sectors. We are pleased to continuously assist and mentor the entrepreneurs and companies we invest in.
Investor Network
Our industry network of experienced professionals has engagement experience with various firm types, asset classes, and market segments. The knowledge and insights we provide are a great tool that helps readily address the wide range of strategic, operational, and regulatory issues that could be faced.