93 East Capital, LLC

Investment ManagementUnited States2-10 Employees

93 East Capital is a global macro investment fund founded by Manoj Ramnani after a sixteen-year career as an economist, strategist, and portfolio manager at institutions including JP Morgan, Quadratic Capital, and the investment portfolio at Sompo International.

Sign up for our monthly investor letter where we discuss our views on the economy, markets, and opinions on a range of risk assets at https://www.93eastcapital.com/contact 

93 East Capital seeks to monetize macro views by implementing thematic strategies based on top-down macro and bottom-up fundamental analysis across asset classes including equities, rates, credit, securitized products, currencies, and private investments. Our investment process applies a combination of economic and econometric research, statistical and quantitative modeling, financial statement analysis, technical analysis, as well as cutting-edge technologies in data science.

Our underlying thesis is that asset classes and sectors exhibit unique performance characteristics at different points in the economic cycle. Outperformance is driven by several factors including valuation, economic cycle dynamics, monetary policy, fiscal policy, employment, inflation, consumer balance sheets, corporate margins, leverage, risk sentiment, positioning, and flows, to name a few. We deploy capital opportunistically across a range of asset classes based on their optimal return profiles.

Our portfolios also implement ESG efficient strategies while continually exploring new frontiers in investment research and risk optimization. 

93 East Capital is built on a foundation of rigorous research and innovation with the aim to grow the Fund's assets under management, seeking to benefit all invested participants. 

Please contact IR@93EastCapital.com for more information.

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