“At Ekush, we operate in a capital market that is dynamic, evolving, and often highly unpredictable. In Bangladesh, both the equity and money markets are characterized by frequent volatility, liquidity fluctuations, and sudden interest rate shifts. Importantly, developments in the money market—whether changes in liquidity, central bank policy, or interest rates—often have a direct and immediate impact on equity market performance. In such an interconnected and fast-moving environment, we firmly believe that active management is not just preferable, but essential.
Our philosophy is centered around active investment management—a disciplined, adaptive approach across both equity and fixed income space that enables us to manage risk proactively while capturing opportunities when they arise.
For our equity oriented funds, namely “EKUSH First Unit Fund” and “EKUSH Growth Fund”, we follow a research-driven, tactical asset allocation strategy in response to the market’s oscillating nature, recognizing that asset allocation is the primary driver of long-term returns. We remain agile, adjusting exposure across sectors and asset classes (equity and fixed income) based on changing macroeconomic conditions and market sentiment. This optimization enables us to protect capital during downturns and maximize returns during rallies. Our equity portfolios are composed of mid to large-cap companies with strong fundamentals, solid governance, and sustainable earnings potential.
For EKUSH Stable Return Fund, our strategy is equally active and deliberate. We invest across a diversified spectrum of high-quality instruments, including government treasury bills and bonds, fixed deposits (FDRs) with AAA-rated banks and non-bank financial institutions (NBFIs), and select corporate bonds with strong credit profiles.
Our fixed income fund management is guided by two core principles:
- Active Duration Management – We continuously monitor macroeconomic indicators, interest rate trends, and liquidity conditions to adjust portfolio duration and enhance risk-adjusted returns.
- Prudent Credit Risk Assessment – Capital preservation remains our priority. Each investment is subjected to rigorous credit analysis to ensure we maintain a high-quality portfolio and minimize default risk.
At EKUSH Wealth Management, we recognize that investing in Bangladesh requires more than market knowledge—it demands foresight, flexibility, and resilience. Through a balanced yet agile investment framework, we strive to protect capital, seize opportunities, and build wealth in a market that rewards discipline and insight.”
Mr. Md. Mominul Haque, CFA
Director & Chief Investment Officer