Three ways to work with us. One way of looking.
We look past what is visible today to the fundamentals, the people, the risks and the potential for what something can become. Then we act with conviction.
Fund Investment
Disciplined capital. Conviction-led investment.We invest in funds and opportunities where experienced managers, different strategies and strong market dynamics can create better long-term value. We look for real expertise, structural advantage and the potential to compound over time.
Active Ownership
Ownership with purpose.Meaningful positions in businesses where engaged ownership can unlock more value. We bring perspective, experience and discipline to the boardroom and the management team: engaged ownership with a clear objective, never activism for its own sake.
Advisory
Experience applied to opportunity.Independent strategic and investment advice for companies, shareholders, investors and owners facing significant decisions: positioning, capital, M&A, partnerships and shareholder matters. Because we invest ourselves, our advice is grounded in ownership.
The questions we ask before we act.
Our name comes from an old phrase that asks you to look twice. These are the second looks we take, every time.
These are the questions behind our work, not statements about any asset or client.
Logistics and industrial real estate, walked at ground level.
The partners have spent their careers in the UAE's logistics corridor. What we look at in each place:
KEZAD Abu Dhabi
Port and rail access, power capacity and plot geometry decide which buildings let and which only look well placed.
ICAD · Mussafah Abu Dhabi
Older stock, mixed tenants and land-use change: the questions are clear height, yard depth and what a conversion really costs.
Al Markaz Abu Dhabi
Multi-let parks live or die on tenant mix, lease expiry spread and the cost of keeping a diversified roll fully let.
Jebel Ali Dubai
Scale and competition: the test is which shortage is actually being bid, and which is only being described.
Photographs supplied by the client. Their relationship to these sites will be stated once confirmed.
Six partners. Decades in the region's largest institutions.
Jassem Busaibe
- Experience
- 27 years of investment and executive leadership in Abu Dhabi
- Previously
- CEO, Aldar Investments; CIO, Aldar Properties; CFO and CIO, SENAAT; Abu Dhabi Investment Authority
- Boards
- Aldar Logistics Holding, Emirates Steel, Ducab, among others
- Education
- MSc Finance, London Business School; CFA
Saurabh Kasliwal
- Experience
- 18 years across the full investment cycle, origination to exit
- Previously
- Head of Investments, Aldar Investments; Head of Investments, MISMAK (First Abu Dhabi Bank); Abu Dhabi Investment Company
- Assignments at prior firms
- Al Markaz logistics park; KEZAD big-box logistics assets; ADGM Towers
- Education
- MBA Finance, S.P. Jain; CFA, CAIA
Daniele Vecchi
- Experience
- 34 years in treasury and corporate finance
- Previously
- Executive Director, Corporate Finance and Treasury, Aldar Properties; Treasury and Investor Relations, Investcorp; Head of Treasury, Majid Al Futtaim; Nestlé
- Education
- University of Bologna; MSc Risk Management, NYU Stern; London Business School
Duncan Rhys Kane
- Experience
- 18 years of UAE real estate across logistics, office and residential
- Previously
- Chief Portfolio Officer, Aldar Properties; Head of Investment and Development, Al Tayer Real Estate; Tecom Group
- Boards
- Aldar Logistics Holding and joint ventures with Mubadala (UAE) and LRE Capital (UK)
Adrian Peikert
- Focus
- Deal origination, underwriting and structuring
- Previously
- Real estate team, EQT Partners, logistics strategy
- Education
- BSc Management Science, University College London
Saleh Busaibe
- Focus
- Deal origination, underwriting and structuring
- Previously
- Real estate team, Apollo Global Management, European real estate debt
- Education
- BA Economics, University of Cambridge
Roles and assignments at prior firms are described as employment history. Wording subject to each partner's and counsel's approval.
One case, told properly.
We would rather show one decision in full than a list of numbers. This space is reserved for a cleared example of a partner's judgment.
[The situation, in two sentences.]
[What the partner noticed that others did not.]
[The decision taken, and the partner's actual responsibility.]
[What happened, with the firm and the date named.]
A reader can tell responsibility from proximity only when a case is told in full: what was seen, what was decided, what followed. A total of transactions cannot show that.
What we look for
- Managers and businesses with real expertise and a structural advantage
- Situations where engaged ownership can change the outcome
- Decisions where independent judgement is worth more than access
- [Size range, geographies and holding period, to be confirmed]
What we decline
- Activism for its own sake
- Mandates where our advice could conflict with our ownership, unless the conflict is disclosed and accepted
- [Excluded sectors and structures, to be confirmed]
Speak to a partner.
أركاديا — ما وراء الظاهر
Arabic sample, draft[Street, building, floor]
Abu Dhabi, United Arab Emirates
[PO Box]