Conviction over allocation.
Shoukry Group invests capital without a deadline into businesses that produce and move goods in a region still importing much of what it consumes, and we hold them long enough for the operations to do the work.
Our thesis rests on a straightforward observation. The Gulf's population is young, growing and consuming more each year, while much of what it consumes is still imported and much of the infrastructure supporting that consumption is owned by families now facing succession. That creates a long runway for capital that can move at the speed of a private negotiation.
Investment focus
Private holdings
Majority and significant minority stakes in operating companies. This is the largest part of what we manage and the part that determines long-term outcomes. We work with management on reporting and succession.
Income-producing property
Warehousing, cold storage, light industrial and commercial assets held for rent. Much of this exposure sits adjacent to operating businesses.
Listed equities
A smaller allocation, screened for Shariah compliance and invested across regional and international markets. This provides liquidity and reaches sectors where private assets of the quality we are looking for seldom become available.
Islamic fixed income
Sukuk held to maturity, giving scheduled income against known obligations. Where a portfolio must fund distributions on a fixed calendar, this is the layer that funds them.
Where we invest
Food and beverage
Primary production, processing, cold chain and branded consumer businesses. Regional food security is a policy priority across the GCC, and capital that arrived early in this sector now sits alongside government intent rather than against it.
Automotive and transport
Vehicle distribution, aftermarket networks, fleet services and the logistics assets that connect ports to inland demand. Ownership of the physical link in a supply chain remains difficult to disintermediate.
Industrial
Manufacturing, packaging, chemicals and building materials. We favour businesses supplying regional construction and consumer output, where import substitution economics have moved decisively over the past decade.
Retail
Speciality retail, food service and distribution platforms. Shoukry Group looks for operators with pricing power derived from format or brand, and we treat property exposure within retail businesses as a separate underwriting question.
Technology
Enterprise software, payments infrastructure and technology-enabled services. Our interest is in businesses selling to institutions with long procurement cycles, where revenue is contracted and switching costs are high.