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JM
Dubai International Financial Centre

Invest in your
future with confidence

Bespoke discretionary and advisory investment strategies across global markets — built for discerning individuals and family offices.

Discover Our Approach
20.4% CY 2025 Return
>2 Sharpe Ratio
20+ Yrs Experience
scroll to explore
01

Market Briefing

◈   JeffMon AI Analysis

Market data sourced from Yahoo Finance, CNBC and Bloomberg. Refreshes at 07:00 & 19:00 GST.

02

Magnificent Seven — Live Coverage

High-conviction positions in the world's most transformative technology companies. Prices update every 60 seconds during market hours.

Live Market Data
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Company Ticker Price (USD) Day Change Market Cap P/E Ratio Conviction
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03

A boutique built
for exceptional clients

JeffMon Alternative Investments is a Dubai-based asset management firm founded by Mohammad Ali Jaffery and Murtaza Memon, CFA, built to deliver bespoke discretionary and advisory investment strategies across global markets.

We work with discerning individuals and family offices who want more than off-the-shelf solutions. Portfolios aren't slotted into risk buckets — they are built from scratch, shaped by research, tailored to each client's goals.

Tailored & Flexible
Bespoke portfolios designed from scratch to match your objectives and risk profile — with tactical flexibility to scale exposure as markets shift.
Selective Conviction
Selectivity over diversification: we focus capital on our highest-conviction opportunities across global equities, bonds, and commodities.
Aligned & Informed
Clients retain full custody and access to their advisor and research. No product push — just independent advice built around your goals.
Macro-Informed, Fundamentally Selective
We research and identify strategic themes early — selecting the companies best positioned to win within them. Proactive, not reactive.

Anticipate. Balance. Select.

I
Anticipate, Don't React
Proactive strategies looking 2–3 years ahead allow us to stay ahead of market changes and seize opportunities before consensus catches up.
II
Balance is Key
We combine gold, high-quality equities, fixed income, and tactical cash to both protect and grow capital across all market regimes.
III
Macro-Informed Selection
We identify strategic themes early and select the companies best positioned to win within them — conviction backed by rigorous bottom-up research.
05

From macro to conviction — our six-step framework

01
Determine Economic Trends
The investment team first meets to analyse the macro-economical situation and determine relevant market trends, positioning 2–3 years ahead of consensus.
02
Asset Allocation Decisions
Based on the macro environment, we decide asset allocation across asset classes, geographies and sectors with secular tailwinds.
03
Screening Process
Once sectors are identified, rigorous fundamental research begins to screen and select potential winners within each sector.
04
Evaluate Company Fundamentals
Our research team analyses company financials, 10-Ks, 10-Qs, and earnings calls to understand the direction of each company.
05
Create Proprietary Model
Analysts create a proprietary model for each company to forecast its performance and perform detailed valuation exercises.
06
Final Selection & Decision
Final selection is presented to the investment committee where the thesis and financials undergo a rigorous vetting process before capital is deployed.
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Stability, resilience
and steady growth

20.4% CY 2025 Return (TW)
Conservative portfolio
>2 Sharpe Ratio
High returns, low volatility
-0.69% Max Monthly Drawdown
vs -5.8% S&P 500 (Mar 2025)

Our investment management team's heritage at Vitality Capital — consistently outperforming major global indices, including posting +11% when the Nasdaq fell -33% in 2022.

Year Vitality Capital Nasdaq S&P 500 Dow Jones Russell 2000 MSCI World
2019*11%16%14%10%8%12%
202077%44%16%7%18%14%
202118%21%27%19%14%20%
2022+11%-33%-19%-9%-22%-20%

* 2019 partial year. Performance reflects actual portfolios managed under Vitality Capital New York / Perpetua Alternative Investments.

07

Led by experienced
professionals

Management Team
MJ
Mohammad Ali Jaffery
Chief Executive Officer
20+ years · Pakistan
Over 20 years of wealth management and private banking at ABN AMRO, Citibank N.A., and Royal Bank of Scotland. Co-founded Perpetua Wealth in DIFC Dubai. BSc (Hons) from the London School of Economics.
MM
Murtaza Memon, CFA
Chief Investment Officer
20+ years · United Kingdom
Founding member of Vitality Capital New York. CFA Charterholder, MBA from IBA Karachi. Director of Manba Capital Ltd (UK). Deep expertise in high-conviction global equities research.
AS
Aleyeldin Shaaban
Senior Executive Officer
25+ years · Egypt
Founder of Capricorns Consultancy UAE. 26+ years of Institutional, Corporate and Investment Banking at Mashreq Bank, ADCB, and HSBC across Egypt, UAE, Qatar and KSA.
Non-Executive Directors
KM
Khaled Abdel Majeed
Non-Executive Director
30+ years · MENA Markets
Founded MENA Capital hedge fund ($500M+ AUM). Former CIO at EFG Hermes Asset Management. Columbia MBA. Boards include Lundy Private Credit and Jordan International Insurance.
SB
Siddik Bakir
Non-Executive Director
20+ years · Energy Strategy
CEO of Majlis Energy Advisory. Former Director of Oil Strategy at Saudi Ministry of Energy and Saudi Aramco expert. Oxford graduate. Two decades at the intersection of energy economics and geopolitics.

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conversation

We work exclusively with professional investors. If you are a discerning individual or family office seeking a bespoke investment partnership, we invite you to reach out.

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Disclaimer: JeffMon Alternative Investments is in the process of obtaining regulatory approval from the DFSA. The firm is not yet licensed and does not currently offer financial services. Performance shown reflects actual portfolios managed under Perpetua Alternative Investments, which will transition to JeffMon post-licensing. This material is intended for professional investors only and does not constitute investment advice or an offer to transact. Past performance is not indicative of future results.