 |
 |
 |
 |
 Introduction Investment
PhilosophyInvestment
Products & CapabilitiesInvestment
PerformanceGrowth
of Assets Under ManagementSecurities
Team |
 |
 |
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
| Securities Division | |
| INVESTMENTP
HILOSOPHY |
. . . . . . . . . . . . . . . . . . . . . . . . . . .
| Wafra believes that there is really one global economy. With the enhancements in technology for both productivity and electronic movement of capital, managers must incorporate fundamental research from the major economies in the world. As witnessed over the past few years, the United States is not an oasis. |
. . . . . . . . . . . . . . . . . . . . . . . . . . .
| Fundamental Research - Based on first-hand, on-site analysis | |
| - | Country, sector and currency allocations based on top-down analysis of political and economic trends |
| - | Bottom-up analysis on specific asset selection |
. . . . . . . . . . . . . . . . . . . . . . . . . . .
| Global Perspective - Integration of multi-disciplined specialists | |
| - | Allocation and exposure based on relative value analysis among the regional and security specialists |
| - | Selections chosen by the analysts within their marketplace |
. . . . . . . . . . . . . . . . . . . . . . . . . . .
| Dynamic Management - Based on the rapidly changing markets | |
| - | Flexibility to make micro adjustments in response to opportunities |
| - | Decisions, which acknowledge indices, but are geared for added value |
Wafra Investment Advisory Group, Inc.
345 Park Avenue, 41st Floor New York, New York 10154-0101