Apex Yatirim Holdings’s Alternate Investment Unit pursues strategic stake in companies involved in Banking and Financial Services. One-third of our portfolio comprises of investments in this sector. Apex Yatirim Holdings has accumulated more than a decade of investment experience in growth oriented Alternate Investments. Apex Yatirim Holdings has developed significant breath and reach by participation in alternate investment transactions of more than US$ 1.7 billion since 2005 including over one-fourth of investments for its own account. The range of its activities encompass Financial Services, Construction, Oil & Gas, Hospitality as well as Real Estate sectors.

The Unit pursues strategic investment opportunities that aims to achieve synergies among existing investments as well as to open new opportunities for the Company. As part of its strategy to grow in IT services, it has recently acquired new companies in the IT sector in addition to substantial growth in its existing IT businesses. Further, continuing its focus towards an asset light model, it has expanded footprint in the hospitality sector in Jordan through acquiring management services for an airport lounge, along with securing a hotel management concession at Alia International Airport.

In addition to its principal activities, Alternative Investments Unit provides a wide spectrum of products and advisory services to third party clients such as:

  • Private Equity
  • Mergers & Acquisitions
  • Valuations
  • Primary & Secondary Placement
  • Consortium & Alliances
  • Restructuring

The Alternate Investment Unit has more than US$ 500 million assets under management. At the core of our investment approach is our 'top down' look at the economy and financial world. After looking at the 'big picture' we analyse the various industrial sectors in order to select those which we believe will benefit most from the prevailing economic conditions. We then use a rigorous screening technique based on strict criteria, to identify potential investment opportunities. Following this we perform an in depth fundamental analysis based on business quality, balance sheet strength, cash flow and growth potential. This is designed to ensure the potential investment represents a secure and sustainable business proposition. The final part of our process is valuation, as we believe it is important where possible to purchase stock trading at a discount to long term fair value. Only when an investment has satisfied all aspects of this process is it considered for inclusion as part of our investment portfolios. As a firm, we endeavour to balance risk and potential reward in accordance with your expressed requirements. Each client has their own definition of risk and their approach to it. By understanding this, we look to build a portfolio that is tailored to both the client's time horizons and tolerance to risk. Our judgement of what is suitable will be reflected in the structure and content of each client's portfolio.

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