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What We Do

We provide active investment strategies and portfolio consulting to individual investors, businesses, nonprofits, financial advisors, and institutions.

Active Investment Strategies

Wahdy Capital currently manages two investment strategies on the Interactive Brokers platform: US Long/Short Equity and US Borsa. Both strategies utilize our proprietary macro and quantitative investment process and are open for investor participation. These strategies are suitable as an aggressive allocation within an investors broader portfolio.

Portfolio Consulting

We provide portfolio consulting services for a wide array of investors who seek on-going support for asset allocation, economic commentary, and market research. We work closely with these investors to build highly customized risk-parity or Black-Litterman portfolios and assist in the management of the portfolio from a fiduciary basis. Underlying strategies are not managed by us. Our consulting is geared towards family offices, financial advisors, and institutions.