Family Office Winged Foot Capital: Focus on niche, uncorrelated strategies with consistent



In this Opalesque Institutional Investor Series interview, moderator Michael Oliver Weinberg interviews Ram Ahluwalia, CFA, Portfolio Manager at family office Winged Foot Capital. Ram Ahluwalia prefers alternative investments with a preference for managers with a relative value approach and niche advantages operating in capacity constrained markets where there is limited competition and less traffic. Markets discussed include private credit / specialty finance, distressed mortgages, and relative value biotech. Mr. Ahluwalia shares potential short-term tactical opportunities, such as dislocations in the municipal bond market and TARP preferred stock in community banks. Mr. Ahluwalia also discusses formiing long-term capital market expectations using historically predictive metrics.

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