Real Estate focuses on uncovering value in publicly traded REITs through deep fundamental analysis and macro-driven insights.

​

Pitches may include long/short REIT strategies, relative valuation across sectors (e.g., industrial, retail, residential), and thematic plays driven by interest rate movements and real estate market trends.

Commodities analyzes global supply and demand dynamics to identify opportunities across energy, metals, and agricultural markets.

​

Pitches may include calendar spreads, crack spreads, options strategies, and trades driven by macroeconomic trends, geopolitical developments, and inventory data.