Finlock Assets Hedge Fund
Leveraging our proprietary predictive quantitative models, we effectively assess market trends and adjust risks according to sectoral growth. This forward-thinking approach enables us to navigate the complexities of the energy market with precision and agility.
Maximize your financial potential by parking your reserve funds in tax-efficient locations while leveraging the expertise of a strategically positioned hedge fund.
Tailored For Listed & Unlisted Corporate Clients
Clients
Our esteemed clients and partners represent our most valuable assets.
"$10 billion in assets under management, with an ongoing growth trajectory."
The Fund Manager
CA. Mohammed Kasim - Hedge Fund Manager
Mohammed Kasim is the visionary Founder and Hedge Fund Manager of Finlock Assets Hedge Fund Management LLC. He is a seasoned chartered accountant with a unique blend of financial acumen and technological insight. Kasim embarked on his educational journey with a Computer Science and Engineering program at IIT Bombay, a choice that initially mirrored his passion for technology. However, he pivoted to Chartered Accountancy (CA) to dedicate himself to his family’s businesses, a decision that set the foundation for his future in finance. Kasim is not only a CA from the Institute of Chartered Accountants of India but also a CPA (USA), an ACCA (UK), and holds a BBA (Honours) in Accounting and Finance from Manipal Academy of Higher Education.
His professional journey began in 2014 with an articleship at CA Ganesh Bhat & Associates, where he gained fundamental insights into accounting and finance. In 2016, he joined Infosys Limited as an Assistant CFO for South Zonal Operations, managing key financial functions and gaining exposure to corporate finance on a large scale. The world of hedge fund management called in 2018, when Kasim took on a Hedge Fund Analyst role at Morgan Stanley, quickly advancing to Hedge Fund Manager, where he honed his expertise in portfolio management and investment strategy. His success continued with a leadership position as a Hedge Fund Manager at BlackRock, one of the world’s most renowned investment firms.
Today, Kasim channels his experience and insight into Finlock Assets Hedge Fund, where he leads a dynamic team and crafts investment strategies that drive exceptional value for ultra-high-net-worth individuals and corporate clients globally.
Hedge Fund Manger @ Finlock Assets
Oct 24
Dated: 26-10-2024
Finlock Assets Energy Fund (Long/Short) - Fund Performance Report
We initiated our fund operations in October 2024, and since inception, we have consistently exceeded performance benchmarks, achieving an impressive 50.7% return on invested capital. This strong performance has increased our Net Asset Value (NAV) from the base capital of $10 billion to a consolidated total of $15.7 billion as of October 25, 2024.
Our predictive algorithms have proven highly effective in identifying price inefficiencies even amidst ongoing geopolitical tensions and the looming conflict between Iran and Israel. Despite prevailing market uncertainties, we strategically turned these crises into profitable opportunities. Leveraging our advanced quantitative data visualization models, we have effectively anticipated and navigated market conditions, positioning the fund to capitalize on emerging trends.
Expectation For November 2024
Following the fund’s exceptional performance since inception, we are well-positioned to maintain our momentum into November 2024. Building on our 50.7% return and our current NAV of $15.7 billion, we expect to leverage similar strategies to identify and act on market inefficiencies, despite anticipated volatility. Our predictive algorithms will remain key in November, with a focus on evolving geopolitical developments and macroeconomic signals. The fund’s advanced quantitative data visualization models will be employed to preemptively adapt to market fluctuations, particularly those related to geopolitical tensions in the Middle East and any resulting impacts on commodities and equity markets. Given our strategic position, we aim to target an additional 5-7% growth in NAV by month-end, while managing risk exposure effectively. Overall, the fund is expected to continue maximizing returns through a proactive approach, capitalizing on short- and long-term opportunities that arise from global market shifts.
Conclusion
As we move forward into November, we remain committed to delivering strong returns and protecting capital amidst a complex global landscape. Our robust predictive algorithms and quantitative models have proven essential in navigating recent market turbulence, and we are confident that these strategies will continue to drive consistent growth. By staying adaptive and proactive, the fund is positioned to seize opportunities arising from evolving market conditions. We look forward to building on our achievements, aiming to provide sustained value for our investors while upholding our commitment to disciplined, strategic growth.
Investment Thesis
Thesis Statement:
Finlock Assets Hedge Fund offers a compelling investment opportunity within the oil and gas sector, leveraging a Global Macro and Long/Short Mix strategy to capitalize on market inefficiencies while effectively managing risk. With a targeted growth from $10 billion to $100 billion in assets under management (AUM), the fund aims to deliver exceptional returns to its investors, particularly SMEs and listed corporate firms.
Rationale:
Strategic Sector Focus:
Concentrating on NYMEX-traded commodities and US-based oil and gas stocks allows the fund to tap into a dynamic market influenced by geopolitical events, providing significant growth potential.
Diverse Investment Strategy:
The Global Macro and Long/Short Mix strategy enables adaptation to changing market conditions, allowing the fund to profit from both upward and downward movements, enhancing overall portfolio resilience.
Experienced Management Team:
Led by CA. Mohammed Kasim and CEO Anaya Hegde, the team possesses extensive investment management experience, positioning the fund to navigate the complexities of the oil and gas market effectively.
Strong Initial Performance:
Since its inception on October 1, 2024, the fund has reported $5.7 billion (50.7%) growth, demonstrating its ability to generate substantial returns and establish credibility with investors.
Target Client Base:
Focusing on SMEs and listed corporate firms strengthens client relationships and drives sustained growth, as this market segment seeks sophisticated financial solutions.
Future Growth Potential:
The ambition to scale AUM to $100 billion by October 1, 2029, reflects confidence in the oil and gas sector's continued evolution, presenting a timely opportunity for new investors.
Operational Advantage in DIFC:
Operating from the Dubai International Financial Centre (DIFC) provides regulatory advantages and access to a diverse pool of international investors, enhancing the fund's global reach.
Contact Us
Are you a corporate firm or non-listed company with reserve funds exceeding $100 million? If you're looking for tax-efficient investment options tailored to your needs, we’d love to hear from you! Please fill out the form below or reach out to us via email, and our team will assist you in exploring the best strategies for optimizing your investments.