Strategy & Portfolio

The First Mazoon Fund employs a strategic asset allocation model, primarily focusing on the Omani market but with flexibility for international exposure. Its portfolio is typically diversified across:

Public Equities (Shares): A significant portion of the fund is invested in shares of companies listed on the Muscat Stock Exchange. The selection is based on fundamental analysis, focusing on companies with strong financials, good governance, and growth potential.

Murabaha and Sukuk (Islamic Financing & Bonds): The fund places funds in Sharia-compliant financing instruments like Murabaha (cost-plus financing) and invests in Sukuk (Islamic bonds) to generate a stable income.

Private Equity and Pre-IPO Placements: The fund allocates a portion of its capital to private companies or companies planning to go public (Pre-IPO). This allows it to tap into growth opportunities before a company is listed on the stock exchange.

Real Estate: Investments in income-generating real estate properties or real estate development projects that are Sharia-compliant.

International Investment and 2.5% Loans: While the primary focus is Oman, the fund’s mandate allows for investments in international markets to further diversify its portfolio and risk.

Crypto Loans: The funds has a new mandate to diversify into emerging DeFi ecosystem with Crypto backed Loans approvals and disbursements of loans in crypto.

Portfolio Acquisitions

  • The First Mazoon Fund Company SAOC has a strong 18+ year track record of portfolio acquisitions from private equity and corporate sellers having acquired or invested in over 72 underlying companies.
  • Groups of non-core businesses divested by corporate owners can be driven by strategic re-positioning or liquidity events. The acquisitions provide a one-stop solution to reduce timescales or the risk of piece-meal sales.
  • Private equity portfolio scenarios include tail-end fund assets, restructuring funds or underperforming funds providing secondary exit solutions for managers and limited partners.
  • The team has transaction execution expertise and stream-lined due diligence which focuses on the major portfolio value drivers.
sfsfs11
433

Portfolio Management Solutions

  • The First Mazoon Fund Company SAOC has a long history of providing portfolio management solutions to investors in private equity funds. These have ranged from outsourcing of exit management, establishing partnerships with existing managers to LP-led appointment of incumbent GP services.
  • The team is able to bring operational expertise, improved corporate governance and stronger exit focus to ‘tired’ or under-performing assets.
  • The First Mazoon Fund Company SAOC works with investors and other counterparties to identify, invest in and manage niche strategies, where the firm’s investing and operating expertise offers a particular edge.