About
Ajoy Reddi is Principal and Portfolio Manager at CastleArk Management LLC in Chicago, where he leads the firm's International Small Cap Equity and International Equity strategies. In this capacity, he is responsible for portfolio construction, security selection, and team leadership, with a dedicated focus on international small cap, global technology, and healthcare sectors.
Ajoy joined CastleArk Management in 2016, bringing extensive experience from previous roles at Fred Alger Management, Inc. as Vice President and Analyst, and at Allianz Global Investors as Vice President and International Equity Analyst, where he concentrated on international growth and European equities. His investment career began at Credit Suisse First Boston's technology equity research group, followed by positions at Franklin Templeton and William Blair & Company, further sharpening his expertise in international equities.
He holds an MBA in Accounting, Finance, and Entrepreneurship from the University of Chicago Booth School of Business and a BA in International Relations from Johns Hopkins University. Recognized for his depth in global equities, especially in international small cap markets and key sectors like technology and healthcare, he has significantly contributed to the development and performance of specialized international investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CastleArk Management LLC | Principal and Portfolio Manager | Feb 2016 to Present | I joined CastleArk Management to launch two international equity strategies that will invest in companies across developed and emerging markets outside of the United States. The strategies we manage t... |
| Fred Alger Management, Inc. | Vice President and Analyst | Jan 2013 to Jan 2016 | My team moved from Allianz to Fred Alger Management. We proceeded to beat the benchmark every year for the last three years. I was responsible for coverage of Europe, Middle East, and Africa for the A... |
| Allianz Global Investors | Vice President and International Equity Analyst | Jan 2009 to Jan 2012 | Member of the International Team, which manages approximately $1 BN in assets under management. Responsible for coverage of Europe, Middle East, and African (EMEA) markets as a sector generalist. Stoc... |
| William Blair & Company | International Equity Analyst | Jan 2007 to Jan 2009 | Industry focus on global healthcare and technology with an emphasis on small cap companies listed outside of the US. Sub-specializations on the global generic pharmaceuticals, global CROs, and LED/OLE... |
| Franklin Templeton Investments | International Small and Mid Cap Analyst | Jan 2005 to Jan 2007 | Supported the International Small/Mid Cap strategies as a sector/geographic generalist. Previously supported Global Large Cap Team with a specialization in the global technology sector (Hardware, Soft... |
| C.E. Unterberg Towbin | Associate Analyst | Jan 2001 to Jan 2003 | Covered Infrastructure Software sector. Initiated firm’s coverage of BEAS, CTXS, CHKP, NETE, RSAS, ISSX and TIBX. Advised institutional clients on buy and sell recommendations, company developments a... |
| Credit Suisse First Boston | Senior Research Associate | Jan 1999 to Jan 2000 | Covered Data Networking, Storage and Enterprise Hardware Stocks for ranked Institutional Investor sell-side analyst. Initiated firm’s coverage of MTIC and OTGS. Covered SUNW, EMC, IBM, MCDTA, NTAP, B... |
| PricewaterhouseCoopers LLP | Strategy Consultant | Jan 1997 to Jan 1999 | Member of Strategic Change Group. Participated in various client engagements in the areas of strategy formulation, competitive analysis, shareholder value analysis (EVA), and industry analysis. Worked... |
Education
The University of Chicago Booth School of Business
MBA, Accounting, Finance and Entrepreneurship
The Johns Hopkins University
BA, International Relations
Bethesda Chevy-Chase HS
Skills & Expertise
Others at Castleark Management LLC (15)
| Name | Role | Location |
|---|---|---|
| Research Analyst | Chicago, IL , United States | |
B Brandy Hamilton | Senior Trader | Chesterton, IN , United States |
D Daniel Becker | Principal, Co-Chief Investment Officer | Chicago, IL , United States |
| Senior Analyst | Chicago, IL , United States | |
G Grover Cole | Analyst | Chicago, IL , United States |
J Jim Stark | Portfolio Manager - Small Cap Growth | Chicago, IL , United States |
K Kain Cederberg | Head Of Trading | Chicago, IL , United States |
| Principal | Chicago, IL , United States | |
| Analyst | Chicago, IL , United States | |
| Principal and Portfolio Manager | IL , United States |