Investor Summary

Dr. Harry Mamaysky is the Chief Investment Officer and Head of Research at QuantStreet Capital. He holds a PhD in Finance from MIT, along with BA and BS/MS degrees in Economics and Computer Science from Brown University. Harry has extensive experience as an investor at some of the world's largest financial institutions and in finance academia. He is currently a Professor of Professional Practice at Columbia Business School, where he serves as the Faculty Director of the Program for Financial Studies and of the MS program in Financial Economics. He teaches capital markets, asset pricing, and data analytics across MBA, Master's, and PhD programs, and directs the Chief Investment Officer executive education program. His research focuses on empirical and theoretical asset pricing, market microstructure, and the role of information in the trading process. Harry founded the Systemic Risk Group at Citigroup and served as a member of the firm's Risk Executive Committee. Prior to academia, he held senior portfolio management roles with focuses on relative value credit trading at Citi Principal Strategies, alongside positions at Old Lane, Morgan Stanley, and Citicorp. He was also an Assistant Professor of Finance at Yale School of Management from 2000 to 2002. Harry leads Columbia's News & Finance research initiative, utilizing large textual datasets such as news articles and earnings call transcripts in his work.

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Fund Strategy

QuantStreet Capital operates as an independent investment management firm that helps individual investors, family offices, and institutional clients create and preserve wealth. Their clients benefit from an analytical approach to investing shaped by years of industry experience, deep academic roots, and a focus on ethics and integrity. The firm uses data and analytics to manage client wealth, leveraging machine learning tools developed by their Chief Investment Officer. QuantStreet was born to help clients navigate the challenges of investing and to empower asset managers to make rigorous, quantitatively-driven investment decisions for their own clients. The company emphasizes that they are in the midst of a data and analytics revolution, where computers routinely process ever-growing volumes of information that individual investors are unable to fully digest on their own. Their goal is to bear investment risks intelligently by aligning portfolios with clients' investment goals and risk tolerance. They invest primarily using exchange traded funds, which create diverse exposure to numerous asset classes and are highly liquid. While they use a sophisticated machine learning model to drive their decision-making, they carefully vet the model's recommendations using industry-informed human judgment. QuantStreet is independent and not affiliated with any financial institution, securities sponsor, or other entity that could influence their investment recommendations. They believe that ethical behavior is the key to long-term success and emphasize transparency by sharing their investing strategies and research insights with clients through conversations, articles, and reports.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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