Dalia Shafik
Head-Equity Investments at Beltone Asset Management SAE
Profile
Ms. Dalia Shafik is a Head of Equity at Beltone Asset Management SAE.
She joined the firm in Otober 2012.
Her role entails directing investment policy, research and portfolio management strategies for the company.
She also chairs the company’s Investment Committee.
Previously, Ms. Shafik was was the Manager Director and Chairman of Hermes Fund Management Company (the fund management arm of EFG-Hermes), managing peak assets of $1.5 billion in investments spanning MENA equities.
Prior to that, she was the Managing Director of the Egyptian Portfolio Management Company (portfolio management arm of EFG-Hermes); principal manager for Egypt mandates along with several regional Soveirgn Wealth Funds.
She received her undergraduate degree from The American University in Cairo and a graduate degree from The American University in Cairo.
Dalia Shafik active positions
| Companies | Position | Start |
|---|---|---|
Beltone Asset Management SAE
 Beltone Asset Management SAE Investment ManagersFinance Beltone Asset Management SAE (BAM) is the fund management division of Egypt-based Beltone Financial Holding (EGX: BTFH), ultimately held by Orascom TMT Investments SARL in Luxembourg. The Beltone group was founded in 2002 and is also known as Misr Beltone Asset Management. Headquartered in Cairo, BAM offers a broad range of products and services to local and international institutional investors (such as insurance companies, pension and social security funds, banks, post office, sovereign wealth funds, family offices, foundations and endowments). They also cater their products to private investors such as high net-worth individuals and affluent retail clients. | Head-Equity Investments | 2012-09-30 |
Former positions of Dalia Shafik
| Companies | Position | End |
|---|---|---|
| EFG HOLDING COMPANY | Corporate Officer/Principal | - |
EFG-Hermes Asset Management SAE
 EFG-Hermes Asset Management SAE Investment ManagersFinance EFG-Hermes Asset Management SAE (EFG Hermes) is an investment management firm headquartered in 6th of October, Egypt. The firm was founded in 1984 and is owned by Egyptian Financial Group-Hermes Holding Co. (EGX: HRHO). EFG Hermes offers both conventional and Sharia-compliant mandates with products tailored to varying investor objectives. | Investment Committee Member | - |
Training of Dalia Shafik
| The American University in Cairo | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| EFG HOLDING COMPANY | Finance |
| Private companies | 2 |
|---|---|
EFG-Hermes Asset Management SAE
EFG-Hermes Asset Management SAE Investment ManagersFinance EFG-Hermes Asset Management SAE (EFG Hermes) is an investment management firm headquartered in 6th of October, Egypt. The firm was founded in 1984 and is owned by Egyptian Financial Group-Hermes Holding Co. (EGX: HRHO). EFG Hermes offers both conventional and Sharia-compliant mandates with products tailored to varying investor objectives. | Finance |
Beltone Asset Management SAE
Beltone Asset Management SAE Investment ManagersFinance Beltone Asset Management SAE (BAM) is the fund management division of Egypt-based Beltone Financial Holding (EGX: BTFH), ultimately held by Orascom TMT Investments SARL in Luxembourg. The Beltone group was founded in 2002 and is also known as Misr Beltone Asset Management. Headquartered in Cairo, BAM offers a broad range of products and services to local and international institutional investors (such as insurance companies, pension and social security funds, banks, post office, sovereign wealth funds, family offices, foundations and endowments). They also cater their products to private investors such as high net-worth individuals and affluent retail clients. | Finance |
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