At Qaboos Capital Group we apply a common sense approach to managing
the money you trust us to invest. Our ultimate goal is
to help you preserve and grow real capital value over
the medium/long term, together with the income generated
thereon. Following an in depth discussion we will
structure a portfolio that best meets your stated
investment objectives and by understanding your personal
circumstances and attitude towards risk, we will
formulate a mix of asset classes that seeks to meet your
expectations. We believe the ability to fare well in any
economic environment is crucial, and that a sound,
diversified portfolio represents the most successful
strategic approach in attempting to accomplish this. As
a result, we provide all our clients with the ability to
diversify their portfolio across several asset classes.
It is our business philosophy that all clients are
individuals, regardless of the amount of capital they
have at their disposal, and should be treated as such.
Our holistic approach to wealth management takes into
consideration the context of your entire financial
picture and enables us to create an investment structure
aligned to each client’s unique needs and goals. If
requested, we offer comprehensive financial advice
including, financial position, protection planning,
retirement planning, estate planning and tax planning.
We coordinate with your other professionals as needed,
i.e. accountant, attorney, etc. We customize a strategic
financial plan including a tailored investment portfolio
to help you meet your goals and obligations. Ongoing, we
monitor and review the progress toward accomplishing
your goals and make adjustments as needed in an
ever-changing investment landscape. We realize that
priorities change depending on time horizon,
accumulation of wealth, and personal, economic and tax
law changes, and that’s why we develop flexible
strategies tailored to your unique circumstances.
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.