https://fundamentcapital.ae Wed, 08 Jul 2026 15:02:20 +0000 en hourly 1 https://wordpress.org/?v=7.0.1 https://fundamentcapital.ae/wp-content/uploads/2023/09/fundamentcapital-2.svg https://fundamentcapital.ae 32 32 https://fundamentcapital.ae/research-rigour-and-conviction/ https://fundamentcapital.ae/research-rigour-and-conviction/#respond Tue, 07 Jul 2026 09:26:43 +0000 https://fundamentcapital.ae/?p=2733 A specialist strategy is only as strong as the research behind it. At Fundament Capital, the investment process combines deep, bottom-up equity research with quantitative analysis and market intelligence — a discipline applied specifically to commodities and natural resources. In the conversation that follows, two members of the firm’s investment team discuss how the firm reads the commodities landscape, builds conviction in a holding, and turns rigorous analysis into differentiated investment views. The discussion was led by Kenzy Alshurafa, a private banker at the firm.

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