Dynamic Beta Investments LLC

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Website
12 E 49th St
New York, NY 10017
+1 (646) 837-7030
http://www.mathesco.com

Dynamic Beta Investments LLC, based in New York, NY, is an investment firm specializing in managing discretionary portfolios for clients in the US and overseas. Established in 1997, the company is registered with the US Securities and Exchange Commission. They offer a range of investment services catering to both individuals and institutions, including taxable and non-taxable accounts.

With a focus on equity portfolios, Dynamic Beta Investments LLC adopts a comprehensive approach to investments by combining a top-down analysis of global macroeconomic conditions with a bottom-up assessment based on fundamental analysis. They predominantly manage separate accounts for US and non-US investors, showcasing expertise in large capitalization companies while maintaining a balanced approach between value and growth-oriented investments.

The firm's Chairman, Sorrell Mathes, brings a wealth of experience from leading the Investment Management Committee of Securitas Capital and serving on Swiss Re's private equity Investment Committee. Dynamic Beta Investments LLC continuously seeks investment opportunities across global markets to ensure a diversified and optimized portfolio for their clients.

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