Sergio Castellon
Experienced Portfolio Manager/Analyst | Exp in Fundamental, Relative Value & Capital Structure Investments | CFA Charterholder | Proven Track Record of Delivering Excellent Returns
- Role
- Managing Director at Strong Capital Markets
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Sergio Castellon
Senior hedge fund professional with 20+ years of experience at top-tier hedge funds and asset management firms managing multi-billion-dollar portfolios across equity, fixed income, and derivative strategies. Proven track record generating alpha through fundamental research, capital structure arbitrage, and relative value investing. Deep expertise in financial modeling, investment memo creation, and cross-asset class analysis. Adept at working independently to deliver rigorous, data-driven investment insights in fast-paced, performance-driven environments.
Experience
Managing Director
Mar 2024 — Present · Houston, TX, US
Fundamental analysis, evaluation, structuring and strategic advisory across the entire capital structure.
Education
Harvard University
BA, Economics
Lane Technical College Prep High School
High School Diploma
Skills
- Credit Derivatives
- Alternative Investments
- Asset Management
- Bloomberg
- Trading
- Options
- Credit Analysis
- High Yield
- Valuation
- Derivatives
- Financial Analysis
- Volatility
- Capital Markets
- Capital Structure
- Asset Managment
- Hedge Funds
- Portfolio Management
- Fixed Income
- Cds
- Equities
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