Profile
Wafra Inc. is a privately owned investment manager. The firm primarily provides its services to institutional clients, including government investment agencies, and private clients. It also manages accounts for pooled investment vehicles, corporations, foreign government agencies, non-US domiciled funds and companies, funds of funds, lease transactions, real estate funds, offshore investment funds, and private equity funds. The firm manages structured products, alternative investment products, commingled investment vehicles, and Islamic products for its clients. It also manages separate client focused equity, fixed income, and balanced portfolios. The firm invests in the public equity and fixed income markets across the globe. It also invests in direct equity, alternative investments, and real estate markets across the globe. The firm invests in growth stocks of mid-cap and large-cap companies while creating its portfolios. It employs a fundamental analysis with a top-down approach for political and economic trends and a bottom up stock picking approach on specific asset selection to make its investments. The firm offers tactical trading, long/short equities, event driven, and relative value strategies to its clients. It was formerly known as Wafra Investment Advisory Group, Inc. The firm was founded in 1985 and is based in New York City with an addition office in New York City. Wafra Inc. operates as a subsidiary of Wafra Intervest Corporation