Wafra Investment Advisory Group, Inc.

Wafra Investment Advisory Group, Inc. (“Wafra”) is a global alternative investment manager with a diversified portfolio of assets. Founded in 1985, Wafra manages assets and commitments in excess of $36 billion as of March 31, 2024. The firm is wholly owned by the Public Institution for Social Security of Kuwait (PIFSS), which provides it with a strong capital base and a long-term investment horizon.

Wafra operates with a broad mandate, focusing on a range of alternative investment strategies. These strategies encompass several key areas:

• Private Equity: Wafra invests in private equity funds and directly in operating companies across various sectors. Their focus is often on identifying opportunities with experienced management teams and strong growth potential.
• Real Assets: The firm maintains a significant real assets portfolio, including investments in real estate, infrastructure, and energy assets. They seek to generate attractive risk-adjusted returns through direct investments and partnerships with experienced operators.
• Strategic Partnerships: Wafra engages in strategic partnerships with established investment firms and operating companies. These partnerships provide access to unique investment opportunities and specialized expertise.
• Real Estate Credit: Providing senior debt solutions to leading real estate operators, focusing on high-quality assets.

A key characteristic of Wafra is its commitment to a disciplined and research-driven investment approach. Their investment teams conduct thorough due diligence and utilize rigorous analytical frameworks to evaluate potential investments. They also emphasize building strong relationships with their partners and portfolio companies, fostering collaboration and value creation.

Wafra differentiates itself through its patient capital and long-term perspective, afforded by its ownership structure. This allows them to pursue investment opportunities that may be less attractive to managers with shorter-term return requirements. The firm also leverages its global network and extensive resources to identify and execute on compelling investment opportunities around the world.

Headquartered in New York, Wafra maintains offices in strategic locations globally, including London and Kuwait. This global presence enables them to effectively source and manage investments across diverse markets. The firm’s team comprises experienced investment professionals with backgrounds in private equity, real estate, infrastructure, and other alternative asset classes.

Wafra’s mission is to generate attractive, long-term returns for its owner, PIFSS, while adhering to the highest standards of ethical conduct and responsible investing. They prioritize sustainable investment practices and consider environmental, social, and governance (ESG) factors in their investment decision-making process.

In conclusion, Wafra Investment Advisory Group is a significant player in the global alternative investment landscape. Backed by a strong institutional owner, the firm offers a diversified range of investment strategies, a disciplined investment approach, and a long-term perspective. Their global presence and experienced team position them to continue to generate attractive returns for their stakeholders.