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Current company Sarmaya Partners
Investment Management · 10 employees · San Antonio, Texas, United States
We are asset managers reimagining thematic investing. Our focus is on long-term secular themes that lead market cycles. We believe the next secular theme is a commodities super-cycle we are calling a return to tangibles. Sarmaya Partners builds high-conviction investment portfolios around macro-driven themes that define market cycles. We go beyond trends, focusing on structural forces that reshape economies, industries, and capital flows. What sets us apart- Thematic investing rooted in macro + fundamental research - Actively managed equity strategy through sub-themes - Concentrated portfolios with long-term conviction - Specific exposures: Commodities and real asset equities, gold, copper, uranium, energy (oil and gas). Why it matters: Markets are cyclical. Themes evolve. We help investors stay ahead by identifying the dominant narrative of each cycle and investing in it with clarity and discipline. If you’d like to learn more, please check out our website.