Dany Shwartz serves as Managing Partner and Chief Operating Officer at Kepler Capital Fund, overseeing firm-wide strategy and operations with a primary focus on alternative asset investment. As a senior leader, Shwartz has played a key role in portfolio oversight across diverse sectors, including technology, healthcare, and financials, with particular involvement in mid-cap growth equity and private placements. Under his stewardship, the fund has reported above-benchmark risk-adjusted returns over several cycles, reflecting disciplined portfolio management and strong deal sourcing. Shwartz began his career in asset management in the early 2000s, advancing through operational and investment roles before joining Kepler Capital Fund, and holds advanced regulatory credentials, including FINRA Series 7 and Series 63 licenses.
Dany Shwartz from Kepler Capital Fund requested more details on the recent change in inventory levels.
CFO Ron Freund explained that the company deliberately increased its inventory of raw materials like lamination and aluminum as a precaution due to the war in Israel. He also noted that work-in-process inventory had risen due to operational challenges experienced in Q4 2024 and Q1 2025.