Company intelligence
Sarmaya Partners
Reimagining Thematic Investing
About Sarmaya Partners
We are asset managers reimagining thematic investing. Our focus is on long-term secular themes that lead market cycles. We believe the next secular theme is a commodities super-cycle we are calling a return to tangibles. Sarmaya Partners builds high-conviction investment portfolios around macro-driven themes that define market cycles. We go beyond trends, focusing on structural forces that reshape economies, industries, and capital flows. What sets us apart: - Thematic investing rooted in macro + fundamental research - Actively managed equity strategy through sub-themes - Concentrated portfolios with long-term conviction - Specific exposures: Commodities and real asset equities, gold, copper, uranium, energy (oil and gas). Why it matters: Markets are cyclical. Themes evolve. We help investors stay ahead by identifying the dominant narrative of each cycle and investing in it with clarity and discipline. If you’d like to learn more, please check out our website.
Verified activity
Signals from Sarmaya Partners
6 published signals
Presence & Recognition
Sarmaya Partners represented at the ETF Architect conference in Philly, where Julie Parham and Wasif Latif presented an ETF presentation and a panel discussion.
Reported by Wasif Latif
Research & Knowledge
Sarmaya Partners reports that the 30-year Treasury rate sits at 5.2%, the highest since 2007 and above the trendline that governed markets for forty years.
Reported by Sarmaya Partners
Research & Knowledge
Sarmaya Partners views the Fed's hawkish stance in Chairman Warsh's Jackson Hole speech and inflation reports as eroding confidence and affecting market lending.
Reported by Wasif Latif
Research & Knowledge
Sarmaya Partners reports that the 30-year Treasury sits at 5.2%, the highest since 2007 and above the trendline that governed markets for forty years.
Reported by Wasif Latif
Research & Knowledge
Sarmaya Partners notes that the Strait of Hormuz remains a geopolitical chokepoint with uncertainty over oil.
Reported by Wasif Latif
Research & Knowledge
Sarmaya Partners highlights that physical and fiscal constraints are central to the Return to Tangibles thesis.
Reported by Wasif Latif