Samir Bhatt is a dynamic leader in the investment management sector, currently serving as the Founder and Managing Partner of SHB Advisors. With a robust background as both a buy-side and sell-side portfolio manager, Samir has cultivated a wealth of expertise in managing diverse asset...
Samir Bhatt is a dynamic leader in the investment management sector, currently serving as the Founder and Managing Partner of SHB Advisors. With a robust background as both a buy-side and sell-side portfolio manager, Samir has cultivated a wealth of expertise in managing diverse asset classes, including Global Equity, Structured Finance, and Commodity Futures. Under his stewardship, SHB Advisors has emerged as a boutique investment firm that specializes in discretionary global macro strategies, adeptly navigating the complexities of financial markets to deliver tailored investment solutions for both individual and institutional clients.
At SHB Advisors, Samir spearheads key projects that focus on optimizing portfolio performance through innovative strategies such as Long/Short Equity and Dynamic Asset Allocation. His deep understanding of Portfolio Risk Management and Portfolio Performance Analysis allows him to craft strategies that not only align with client objectives but also adapt to ever-changing market conditions. Samir’s proficiency in Foreign Exchange (FX) Trading and Equity Trading further enhances the firm’s capability to capitalize on global market opportunities.
With a commitment to customer retention and relationship management, Samir has built a reputation for fostering strong client relationships, ensuring that each client receives personalized attention and strategic insights. His extensive experience in Asset-Backed Securities (ABS) and Structured Finance also positions SHB Advisors as a thought leader in these specialized areas. Samir’s entrepreneurial spirit and strategic vision continue to drive the firm’s growth, making SHB Advisors a trusted partner in the investment landscape.
