Investor Connect - 629 - Heeten Doshi of Doshi Capital Management

Published: Oct. 18, 2021, 11 a.m.

In this episode of Investor Connect, Hall welcomes Heeten Doshi, Founder and Managing Partner at Doshi Capital Management. Headquartered in Cedar Knolls, New Jersey, Doshi Capital Management, LLC ('DCM') is a private investment management firm, that was incorporated in 2011. DCM relies on its decades of extensive research in understanding different market cycles and the cause-and-effect relationships that drive asset prices. Their strategies seek to capture returns in both up and down markets while minimizing portfolio volatility and downside risk. DCM accomplishes this by creating strategies that provide true diversification\u2014an uncorrelated strategy that diversifies away risk\u2014and downside protection, giving their investors the opportunity to stay invested and generate absolute returns in any market cycle.\xa0 DCM draws on a strong, multidisciplinary skillset, proprietary quantitative models, and decades of experience investing across a broad range of asset classes and multiple market cycles. Their ultimate goal is to generate alpha, however, their focus is to preserve their clients\u2019 capital in any market environment through a distinctive and systematic approach to investing. Heeten manages the firm\u2019s equity marketing timing strategy, the Doshi Systematic Strategy Fund and was formerly a senior equity strategist at Brown Brothers Harriman, where he focused on the US economy, equity market and provided investment recommendations to global institutional clients including hedge fund, asset management, and pension funds. Prior to that, Heeten worked at Morgan Stanley as an equity research analyst where he conducted deep-dive fundamental company analysis, and at Lehman Brothers where he was a derivatives trader and hedged the firm\u2019s $14bn fixed income portfolio. Heeten has received two graduate degrees \u2013 an MS in Accounting from the University of Illinois GEIS Business School, and an MS in Management from Babson F.W. Olin Graduate School of Business. He holds a Bachelor\u2019s degree in Finance from Rutgers University and has obtained the CFA designation. Heeten shares with Hall what excites him now, advises entrepreneurs and investors, discusses how he sees the startup industry evolving, and explains his investment philosophy. You can visit Doshi Capital Management at , via LinkedIn at , and via telephone at 973-898-3702. You can contact Heeten via email at , and via LinkedIn at .\xa0 ____________________________________________________________________ For more episodes from Investor Connect, please visit the site at: \xa0\xa0 Check out our other podcasts here: \xa0 For Investors check out: \xa0 For Startups check out: \xa0 For eGuides check out: \xa0 For upcoming Events, check out \xa0\xa0 For Feedback please contact info@tencapital.group\xa0\xa0\xa0 Please , share, and leave a review. Music courtesy of .