Our Advisory Services: Asset and Investment Portfolio Management
Our Advisory Services: Asset and Investment Portfolio Management
Our Advisory Services: Asset and Investment Portfolio Management
The three reasons why funds are able to produce and sustain
above average results:
Philosophy
> Shari`a Compliance
> Monitoring & Nurturing
Investments
> Liquidity
Process Personnel
> Disciplined Investing > Experienced and
> Multi-Stage/ Sector Cohesive Team
Focus > Extraordinary
> Due Diligence Financial Expertise
Our Philosophy
The Datestone Group was founded, organized, and operates from
Shari`a compliant guidelines. They are at the heart of our
philosophy, beliefs and activities.
Our approach to portfolio management focuses close monitoring
of all investments in order not to be surprised by any adverse
developments. TDG believes that regular communication with
management teams increases the likelihood that investments
perform according to plans.
No investment should be made without a well-defined and
reasonably certain exit strategy. As a general matter, a fund should
focus on investments and companies that have readily identifiable
strategies of disposition or liquidity in a time frame that is
consistent with the relevant duration.
PROPRIETARY AND CONFIDENTIAL
13
PROCESS
Implementation Infrastructure
Our Processes
Adhere to a standardized, meticulous due diligence process in
evaluating investment opportunities. This process involves at least
two investment professionals who are assigned based on their
industry experience and the timing and circumstances surrounding
the potential investment.
Incorporate a disciplined, multi-stage and multi-sector process
approach to building a balanced portfolio presents the best risk
versus reward opportunity to earn superior returns and reduce life-
cycle concentration & dependency risk.
Implement a rigorous approach to investment evaluation and
management. Investment valuation, terms, and structure reflect our
strong financial discipline of managing risk and providing downside
protection, while maximizing the beneficial economic value.
PROPRIETARY AND CONFIDENTIAL
14
PERSONNEL
Human Capital Foundation
Our Personnel
Are accomplished financial professionals who have been investing
and working in the capital markets for several decades. The
combination of the team’s investment history and experience, and
superior financial skills, is critical in sourcing, structuring, managing,
exiting investments and advising on developing one’s own internal
expertise and knowledge base.
Have experience in private equity investing, portfolio management,
management buyouts, mergers and acquisitions and the related
disciplines of corporate finance, law, accounting, commercial and
public sector lending and institutional private placements;
Have a extensive network of relationships in the Muslim world, Wall
Street, London, East Asia, the Public Sector and Corporate America
Includes a Senior Advisory Board and a Shari`a Advisory Board which
include the world’s top Shari`a scholars and business executives.
PROPRIETARY AND CONFIDENTIAL
15
CONCLUSION