Profile
Mr. Saket Mundra, CFA MBA, is a Co-Head of US Equities & Portfolio Manager at CWB Wealth Partners Ltd. He co-manages the U.S.
equity portfolios and researches U.S.
equities.
In so doing, he brings his global expertise to find insights beyond surface information.
Prior to joining CWB Wealth, he worked with an emerging market private equity firm and emerging market hedge fund.
His previous experience also includes working as a software engineer and co-founding an investment firm.
He received his undergraduate degree from The Asia-Pacific International Institute and an MBA from the University of Toronto.
Saket Mundra active positions
| Companies | Position | Start |
|---|---|---|
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth builds individualized strategies from a spectrum of global solutions driven by fundamental analysis. The firm exploits inefficiencies in the market to uncover quality companies that are being mispriced. When they invest, the weight of each security in the portfolio is positioned in a manner that is commensurate with its risk and reward profile. | Head-Equity Investments | - |
Training of Saket Mundra
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth builds individualized strategies from a spectrum of global solutions driven by fundamental analysis. The firm exploits inefficiencies in the market to uncover quality companies that are being mispriced. When they invest, the weight of each security in the portfolio is positioned in a manner that is commensurate with its risk and reward profile. | Finance |
University of Toronto
University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Asia-Pacific International Institute
The Asia-Pacific International Institute Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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