Investment and Portfolio Management

UNICAP provides investment and portfolio management to domestic and foreign investors based on internationally standard partnership agreements, which are tailored to allocate investors’ capital in line with their investment objectives, expected returns, and risk appetite.

 Our approach:

  • Our investments are structured, managed, and uniquely designed for each individual client.
  • We invest in real estate, private and public companies, as well as in structured funds.
  • We implement dedicated professional portfolio management with the goal of achieving above average returns and minimizing risks.
  • Investment and portfolio information is kept strictly confidential.
  • The portfolio performance evaluation and its reports are executed in accordance with international standards, ensuring transparency in  adherence to regulatory requirements of investors as well as governmental agencies.
Managed Separate Accounts:
UNICAP offers two options for Managed Separate Accounts:
Option 1: Clients delegate all investment decisions to UNICAP. Based on the expected returns and the risk profiles of the clients, UNICAP will define and execute investment strategies to meet investors’ demands.
  • Full authorization by the investors.
  • Tailor-made investment and portfolio management for each client.
  • Investors with medium to long term investment exposure.
Option 2: Clients have specific investment requirements that will be implemented by UNICAP. During the investment process and the portfolio holding period, we are in constant exchange with our investors sharing important information, analysis, valuation, reports, developing value creation potential, and taking mutually agreed decisions.
  • Clear assignments by the investors.
  • Close cooperation between investors and UNICAP investment team.
  • Investors that require a highly professional investment manager to execute specific investment strategies.