Integra Asset Management Limited

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Home - Integra Asset Management Limited Skip to content Get Started Get Started An active asset manager focused on MENA equities. Integra Asset Management is an independent, active manager, singularly focused on managing MENA listed equities. Our investment team combines deep regional knowledge, expertise, and connectivity. Our interests are fully aligned with our investors. Our Investment Philosophy Our investment philosophy has three core pillars: Value We believe that companies that are undervalued relative to their "intrinsic value" will eventually outperform We believe that companies that are undervalued relative to their "intrinsic value" will eventually outperform and the difference between the intrinsic value and market value will eventually reduce to zero. We acknowledge that the timing of such convergence is uncertain and thus our investment horizon is counted in months, if not years, rather than weeks. Change We also believe that significant outperformance will come from companies going through “change" We also believe that significant outperformance will come from companies going through “change", and thus we spend a great deal of time and effort to understand what is changing or what needs to change so that the market acknowledges the company’s intrinsic value, and to assess the probability of such needed changes happening in the future. Focus We believe too many stocks or strategies in a portfolio dilute returns and decrease the focus of the team We believe too

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