أبرز أحداث الأداء
فترة | مؤسسة | الاستراتيجية | النتيجة الرئيسية |
2001–2005 | Saudi National Bank | Energy–Financials–Telecom Equity Research & Sector Allocation | Average +14.7% annualized portfolio return over 4 years; below-benchmark volatility |
2008–2011 | Dubai Financial Market Research Center | GCC Blue-Chip Strategy & Crisis-Cycle Allocation | Portfolio grew from $340M → $980M, total +188% cumulative gain during oil-price turbulence |
2016 | Global Investment Bank (New York) | U.S. Energy-Cycle Rebound Model | +48% annual portfolio performance driven by valuation-cycle recovery |
2018 | Global Investment Bank (New York) | AI-Thematic Growth Portfolio | +72% annual return, outperforming Nasdaq by a large margin |
2020 | Global Investment Bank (New York) | U.S. Recovery Portfolio (Post-COVID Cycle) | +26% quarterly gain during reopening phase |
2022–2023 | Billsas Securities Ltd | GCC–U.S. Cross-Market Allocation Models | Designed structural frameworks now used by institutional clients across Riyadh & Dubai |
2024–Present | Billsas Securities Ltd | Global Equity-Strategy Architecture | Oversees cycle-driven equity insights across portfolios exceeding $6B in cumulative exposure |
15.2%
متوسط العائد السنوي
(Equity portfolios across U.S. & GCC markets)
$6B+
Assets Under Strategic Research Influence
(Combined exposure across institutions he advised or managed portfolios for)
<5%
متوسط الانخفاض الأقصى
(Across multi-year cycle-driven equity frameworks)
الأسواق المغطاة
- United States
- GCC (Saudi, UAE, Qatar)
- Emerging Markets
فئات الأصول
- Equities (Primary Focus)
- Sector Allocation Models
- Cross-Market Capital Flow Structures
- U.S.–GCC Equity Integration Strategies
Case Study 1: GCC Blue-Chip Stability Through Crisis (2008–2011)
- سياق: Oil price collapse and global financial crisis threatened regional equity stability.
- فعل: Shifted weight to defensive GCC blue chips; rebalanced sector allocations using cycle-based valuation indicators.
- نتيجة: Portfolio rose from $340M → $980M (+188% cumulative gain); became one of the region’s top-performing crisis-era equity strategies.
Case Study 2: U.S. Energy-Cycle Rebound (2016)
- سياق: Prolonged downturn in U.S. energy valuations following multi-year price compression.
- فعل: Built long-only cycle-reversion model; added factor-based timing overlay.
- نتيجة: Delivered +48% annual performance within institutional U.S. large-cap portfolios.
Case Study 3: AI-Thematic Growth Portfolio (2018)
- سياق: Rapid expansion of machine-learning, cloud computing, and data-infrastructure sectors.
- فعل: Constructed a multi-factor AI thematic basket; implemented momentum-adjusted valuation filters.
- نتيجة: Achieved +72% annual return, recognized internally as a benchmark-beating thematic strategy.
Case Study 4: Post-Pandemic U.S. Recovery Allocation (2020)
- سياق: Market dislocation and liquidity surges created asymmetric opportunities.
- فعل: Combined cyclicals, financials, and reopening sectors; embedded volatility-adjusted hedges.
- نتيجة: +26% quarterly gain, outperforming U.S. equity indices during the reopening cycle.
Case Study 5: GCC–U.S. Cross-Market Equity Architecture (2024–2025)
- سياق: Rising institutional demand for dual-market exposure across Riyadh, Dubai, and New York.
- فعل: Integrated U.S. long-duration valuation models with GCC liquidity-flow mapping; developed Billsas’ cycle-driven equity framework.
- نتيجة: Institutional portfolios reported higher stability with <5% drawdown and improved consistency across cycles.
الجوائز والتقدير
These recognitions reflect both Fahd’s analytical excellence and his contributions to advancing equity-market strategy, cycle research, and GCC–U.S. cross-market integration.
Excellence in Equity Research Award (Middle East Region)
Awarded by leading GCC institutional network for outstanding cycle-based research.
Featured in Global Market Outlook Reports
Quoted by regional financial publications for insights on U.S.–GCC equity integration.
Keynote Speaker — Institutional Investment Forum
Invited to speak on valuation cycles, capital-flow dynamics, and long-term equity structures.
Contributor — Middle East Sovereign Investment Review
Recognized for contributions to macro–equity research and cross-market strategy.