Firm Profile

At Barakah Fund we offer a stable and experienced team with knowledge spanning multiple asset classes, combining macro top-down with fundamental bottom-up analysis, seeking stable and significant alpha generation. Asset allocation views, grounded in industry insights inform our portfolio construction process. We have an unequivocal focus on our clients and their prosperity and we measure our performance by the long-term success of our clients and provide confidential, creative and unconflicted capital solutions, and strategic advice to clients across a range of focus sectors globally. We will always seek to deliver competitive performance, tailored to your desired outcomes for risk, return, and income potential.

ZAIN KHAN

Portfolio Manager

As the Portfolio Manager for Barakah Fund, Zain is head of trading, portfolio management, and private equity, overseeing all transactions and initiatives for the firm. Zain started his career in the financial services industry in 2005. He handled all underwriting functions for Ameriquest Mortgage and Countrywide Home Loans. Prior to Barakah Fund, Zain has also worked at several prestigious firms such as Fidelity Investments, Cantella Advisors, and the financial advisory division of AIG. In these roles he has advised in a financial advisory capacity and has also ran a multi-million dollar institutional trading desk. Zain has extensive investing and trading experience as it relates to equities, stocks, options, derivatives, and the financial markets. Zain holds a Bachelor’s degree from the University of Houston, and in the past he has also held several investments licenses with FINRA including the SIE, Series 6, Series 7, Series 63, Series 65, and the Series 66.

https://brokercheck.finra.org/individual/summary/527090

Email: zain.khan@barakahfund.com

According to SPIVA Scorecard data from S&P Dow Jones Indices, in the five years from 2016-to 2021, about 74% of large-cap U.S. funds generated a return less than the S&P 500. Within ten years, that figure goes up to 83%. For novice and long-term investors alike, buying an S&P 500 index fund offers a way to own a broad collection of equities at low cost while still enjoying the benefits of diversification and lower risk. However, while index funds can sometimes outperform actively managed funds, there are funds that can also consistently outperform the market so it is important for clients to do their research and select a fund that suits their objectives and meets their goals.

Other firms have a tendency to put their client portfolios in investment vehicles we in the industry term as “cruise control” or "autopilot". These could be options such as mutual funds, index funds, and ETF’s and move along with the direction of the market; whether that direction be up or down. This is opposed to how we manage the portfolio at Barakah Fund where we will adjust to market conditions and volatility and make the necessary adjustments as needed. This allows us to take the vehicle off from “cruise control” and slow down, speed up, or detour when the conditions arise. Ultimately, the end result is better overall returns for our clients.

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Our clients benefit from the depth and breadth of our several years of investment experience in the financial markets.

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