Amish Bhasker Desai

Gardner Lewis seeks to invest in differentiated opportunity sets where fundamental research and risk advantaged positioning can drive favorable outcomes. The firm invests in merger arbitrage, full capital structure special situations, and in equities (both long and short). While each of these strategies has their own unique attributes, all share a common research oriented, bottom-up approach. The cornerstones of Gardner Lewis’s investment process are fundamental research, an integrated approach, and disciplined risk management.

SIG specializes in making markets in options and ETFs. They employ an entrepreneurial mindset and a rigorous analytical approach to decision making.

Functions as a College/University

Red Spruce works with each client to identify their investment goals and objectives, risk tolerance and financial situation to create a portfolio allocation. The firm typically provides investment advice on individual securities, low-cost, diversified mutual funds and/or exchange-traded funds (ETFs) to achieve the client’s investment goals.