Shailesh Gupta

Functions as a College/University

Functions as a College/University

CommonWealth Opportunity Capital utilizes an opportunistic global macro strategy. The firm generally employs macroeconomic principles to attempt to generate returns by positioning for price movements in credit, currencies, commodities, interest rates and equities in various global markets. CommonWealth's investment process is predicated on a top-down approach to analyzing key fundamental macro drivers that exist during each business cycle including, but not limited to, economic activity, global risk premiums, monetary policy, capital account, current account balance, trade weighted currency reserves, output gap, political landscape and flow of funds. They seek to achieve this goal by investing in any types of securities or other instruments including equity, corporate debt, municipal or government securities, derivatives or any other type of security or other instrument.

Anfield Capital aims to produce strong risk-adjusted returns and enrich the financial condition of their clients. The firm’s philosophy is rooted in modern portfolio theory (MPT). Their investment process combines diversified, risk allocated portfolios with intelligent selection of building materials and superior operations capabilities to perfect the art and science of portfolio management.

Simplify focuses on identifying the most critical portfolio challenges today, both market-based and client-based, and how to directly address them by intelligently deploying options.