Iran Listed Equities – Core
Publicly listed equities in Iran, screened for eligibility and constructed with institutional portfolio controls.
Objective: Long-term capital growth through a diversified portfolio of non-sanctioned Iranian
listed equities.
Universe and eligibility
- Publicly listed Iranian equities
- Eligibility subject to sanctions screening and ongoing monitoring
- Sector exposure diversified across non-sanctioned industries
Process
- research-led idea generation
- documented underwriting
- portfolio construction with liquidity and concentration constraints
- ongoing monitoring and escalation for risk events
Portfolio construction
Position sizing reflects conviction, liquidity, and correlation. Concentration and liquidity limits are applied.
Risk considerations
Key risks include sanctions, FX and inflation regime shifts, liquidity changes, governance, and event risk. Risk is managed through eligibility screening, diversification, sizing discipline, and scenario analysis.
Liquidity and terms
Available on request.
Reporting
Regular factsheets and letters, with portfolio and risk commentary.