Manish Gupta

Manish Gupta is a Portfolio Manager and Senior Research Analyst at First Eagle Investments in New York, where he leads the Global Value, Global Equity, and US Dividend Equity strategies. His key responsibilities include identifying high-quality investment opportunities with an emphasis on downside mitigation, and his portfolio construction follows a strict 'margin of safety' philosophy that prioritizes capital preservation and disciplined valuation.

Gupta’s investment focus spans global equities with particular sector expertise in technology and artificial intelligence, as well as significant exposure to the information technology and communication services sectors—covering companies such as Alphabet, Meta, Microsoft, Oracle, and TSMC—while also maintaining a diversified portfolio across multiple industries. He regularly evaluates evolving technology trends and their impact on business models, ensuring that portfolios are positioned to benefit from innovation while managing risk.

His career background includes prior experience as an Analyst at Cantillon Capital Management and an Equity Analyst internship at Fidelity Investments, as well as earlier technical roles at Cisco Systems and Microsoft. Gupta holds an MBA in Finance from Columbia Business School, a Master of Science in Computer Science from The University of Texas at Austin, and a Bachelor’s degree in Computer Science from IIT (BHU) Varanasi, combining his technical acumen with strategic investment management expertise.