Luqmaan Samie’s annual chairman’s letter to investors

A List Group Holdings
590 Madison Ave Manhattan New York 10022
November 15 2023


Dear Valued Investors,

As we reflect on the journey of A List Group Holdings through the challenges and triumphs of the past year, it is with great pleasure and gratitude that I address you as both the CEO and Chairman of the board. Your unwavering support and trust have been instrumental in propelling our company forward, and for that, I extend my deepest appreciation.

In the landscape of private equity, the lessons learned from the persistent specter of inflation since 2020 have been profound. Navigating the intricacies of the investment space during these uncertain times has been a testament to our adaptability and strategic acumen. I am proud to say that A List Group Holdings has not only weathered the storm but has emerged stronger and more resilient.

Investor confidence is paramount, and we understand the importance of assuring you about the security of your funds. Our commitment to meticulous due diligence, risk management, and a forward-thinking investment strategy has positioned us favorably. Your investments with A List Group Holdings are in capable hands, fortified by a team dedicated to safeguarding and maximizing your returns.

Reflecting on the tumultuous period since the onset of the Covid-19 pandemic, we acknowledge both the positive milestones in raising capital and the setbacks we faced. However, these challenges have been met with resilience, adaptability, and a commitment to learning. As we move forward, we are better equipped to navigate future uncertainties, drawing strength from our experiences.

Looking ahead, we are excited to share our vision for the future, especially in the realm of artificial general intelligence. Our forward-thinking investment projects in this cutting-edge field are poised to propel our fund earnings over the next 60 months. As technology continues to shape the landscape of investments, we are positioning ourselves at the forefront of innovation, ensuring sustained growth for our investors.

I want to express my deepest gratitude to both existing and new investors who have entrusted their capital to A List Group Holdings. Your confidence in our capabilities fuels our determination to continually deliver exceptional results and value.

As we stand on the precipice of 2023, we celebrate the remarkable journey of A List Group Holdings, now entering its ninth year since its founding and seventh since our private offering in 2017. Reflecting upon this trajectory, I am awed by the transformative evolution of our firm from its nascent stages in 2015. The landscape of the financial world has undergone seismic shifts during this period, yet amidst the changes, our commitment to unwavering fiduciary responsibility and client-centric values has remained steadfast.

At the core of A List Group Holdings lies a profound sense of purpose. We are not just asset managers; we are fiduciaries entrusted with the financial well-being of our clients, guiding them towards the realization of their aspirations, be it retirement, homeownership, or securing a child’s education. It is with immense pride that we acknowledge our role in facilitating financial security for many globally. From assisting dedicated firefighters and educators in retiring with dignity to alleviating the burden of college expenses for families, our team finds fulfillment in making a meaningful impact on lives.

As a private investor, our responsibility extends beyond mere management of assets. We are dedicated to identifying both short- and long-term trends in the global economy that may influence our clients’ investments. Our strategic focus spans essential sectors, including healthcare, technology, energy, and more, aligning with the future contours of the economy.

In the pursuit of safeguarding our clients’ long-term interests, we meticulously assess diverse investment risks, ranging from inflation to geopolitical intricacies and the ongoing energy transition. This vigilance underscores our commitment to providing a stable foundation for our clients’ portfolios amid the ever-evolving market dynamics.

A List Group Holdings, with and ever evolving $150 billion in assets under management as of 2023, stands as a beacon of trust for those seeking unparalleled investment insights and guidance. Our comprehensive investment solutions, robust performance track record, and cutting-edge investment and technology capabilities make us the partner of choice for clients worldwide. Through the lens of our unique perspectives, we aim to empower our clients, helping them navigate the complexities of dynamic markets and industries.

In the words of A List Group Holdings, “Guiding Your Tomorrow, Securing Your Legacy.” This encapsulates our commitment to an undivided focus on our clients’ financial interests, tailoring solutions that are as unique as their needs. As we embark on the next phase of our journey, we remain resolute in our dedication to excellence, innovation, and client success.

Our journey continues to unfold, and on the international stage, we proudly present A List Group Holdings LLP in the United Kingdom—a venture that echoes our unwavering commitment to becoming a global leader in the investment sector. As we celebrate this milestone, it underscores our dedication to fostering diversity and strength within our investment portfolio. This strategic expansion not only extends our reach but also positions us at the forefront of international financial markets.

The establishment of A List Group Holdings LLP serves as a testament to our foresight, acknowledging the interconnectedness of the global economy. Our foray into the UK market is not merely an expansion; it is a deliberate step towards creating a robust and well-diversified investment ecosystem. We believe that this international endeavor will open new avenues for growth, providing unique opportunities for our clients to navigate a dynamic and interconnected world of investments.

As we usher in a new era of global presence, we stand tall with $150 billion in assets under management as of 2023. This significant figure is not just a metric of our success but a reflection of the trust our clients place in us. It symbolizes the responsibility we bear as stewards of your financial future, a responsibility we carry with the utmost diligence.

For our new investors, joining the A List Group Holdings family is more than a financial decision; it is a forward-thinking leap into a future where global perspectives converge to shape the landscape of investments. As we navigate the exciting developments that lie ahead, your trust in our capabilities is the driving force behind our pursuit of excellence.

In the words of A List Group Holdings, “Global Vision, Local Expertise.” This encapsulates our ethos as we seamlessly blend international reach with the precision and insight derived from local expertise. We invite you to embrace this journey with us, where each decision is guided by a commitment to prosperity, growth, and shared success.

To our esteemed clients, partners, and stakeholders, thank you for being integral to A List Group Holdings. Your trust fuels our ambition, and together, we look forward to a future filled with unparalleled prosperity and collective achievements. Here’s to shaping the future of investments, one global stride at a time.

Sincerely,

luqmaan_samie_text_signature

CEO and Chairman of the Board
A List Group Holdings

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