What can be done that the Beatles haven’t done already? Well, just as Led Zeppelin, Pink Floyd, U2, David Bowie, Madonna, Nirvana, Taylor Swift and many others have proven, there’s always room for making an impact – especially for those daring to be different. This belief is at the heart of Sarmaya Partners. Like these musical pioneers, we infuse our authentic selves into our work, blending fresh ideas with a strong foundation.
Another money management firm?
What can they do that’s new or different?
Our approach diverges from today’s industry norm, where many money managers have become closet indexers due to consultant and commercial pressures. The Sarmaya Partners logo represents our commitment to thinking outside the box while staying grounded in the fundamentals of investing, honed through extensive industry experience.
We believe that every major market cycle is driven by a unique and nuanced macro backdrop that fosters a broad investment theme which leads and propels that market cycle. Our goal is to identify these themes to capture the essence of the market cycle in a focused portfolio that dynamically tracks evolving sub-themes.
Our strategy, informed by a blend of history and novel perspectives, might not be for everyone. But for like-minded investors seeking a distinctive approach, Sarmaya Partners may offer a compelling choice for their portfolio. To those investors: welcome home. To learn more about our unique approach and stay informed, subscribe to our Insights or contact us directly.
Sarmaya means Capital, Wealth, and Trust.
Wasif Latif
President & CIO
Wasif has over 25 years of investment experience, managing equity, global multi-asset and multi- manager portfolios in mutual funds and ETFs, wealth management and institutional portfolios. Built and launched ETFs, mutual funds and managed account platforms.
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Karl Engelmann
Chief Operating Officer
Karl has over 30 years of experience in sales and client service in finance. His primary focus is managing sales, and client service within RIA, Family Wealth Offices, Bank Trust, and the institutional marketplace.
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Oliver Merten, CFA, CFP®
Director of Strategy & Communications
Oliver brings over fifteen years of expertise in wealth and investment management, with roles ranging from direct client advisory to spearheading the communications and sales enablement efforts for the Chief Investment Officer organization of a premier U.S. bank.
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