MDU Capital’s Investment Strategy Report articulates how our macroeconomic views and market research are translated into actionable portfolio strategies. It outlines our asset allocation positioning, risk considerations, and return expectations across asset classes, with particular attention to the Nigerian and broader emerging market context. Guided by disciplined research, valuation analysis, and risk management principles, this report demonstrates how insight informs every investment decision we make. It reflects our belief that sustainable performance is achieved by aligning strategy with economic realities, market structure, and long-term capital preservation objectives.