ABOUT US
Uppingate FZ LLC was established in 2024 to provide investment consulting and educational services to investors seeking long-term capital compounding through a modern value investing approach.
Your Trusted Consulting Partner
With over 20 years of continuous education and experience rooted in the Dodd & Graham value investing principles, we empower investors on their journey toward financial literacy and disciplined, focused investing. As an independent investment consultant, our purpose is to help individuals deepen their financial knowledge, make informed investment decisions, and work toward long-term financial security and independence.
Comprehensive Screening Method
We are business pickers, not stock pickers. Our investment approach is grounded in proven methodologies that identify publicly traded companies with strong and sustainable earnings power. We conduct in-depth analysis of each business, evaluating its competitive advantages, market position relative to peers, and the quality and discipline of its management.
Rather than reacting to short-term market movements, we use volatility and periods of investor exuberance to our advantage, seeking opportunities to acquire high-quality businesses at attractive valuations. By focusing on fundamentals and disciplined pricing, we aim to invest in enduring companies positioned to create long-term value for investors.
Why Us?
Passive investing can offer cost efficiency, but it often provides limited visibility into the valuation of the underlying businesses at the time of investment. An alternative approach is to focus on the long-term economic prospects of individual companies rather than short-term market movements. This requires filtering out daily market noise, applying emotionally disciplined decision-making, and concentrating on a small number of businesses that are straightforward to understand.
A key element of this process is valuation discipline. Investing in high-quality enterprises is most effective when the purchase price reflects a reasonable relationship to the company’s intrinsic value, helping align long-term outcomes with fundamental business performance.
EXPERTISE
The Founder commenced his investment career in August 2004 as a financial analyst at a boutique consulting firm in Jordan. During this early stage, he was introduced to the value investing philosophy of Benjamin Graham through The Intelligent Investor, an experience that shaped his long-term, fundamentals-driven approach to investing and ignited a lasting passion for investor education.
His career has since encompassed roles across Equity Sales & Trading and Portfolio Management at leading investment banks, asset managers, and brokerage firms throughout the Middle East and North Africa (MENA) region. This breadth of experience has provided deep exposure to both public markets and institutional investment practices.
The Founder completed the Value Investing Program at Columbia Business School in 2018, followed by a Certificate in Business Excellence from Columbia University in New York in 2019. He also holds the International Certificate in Wealth & Investment Management (ICWIM) from the Chartered Institute for Securities & Investment (CISI) and serves as a global financial specialist on the CISI examination panel for the International Introduction to Securities and Investments program.