Patrick Sommerstad

Patrick Sommerstad is a Portfolio Manager at Kensington Asset Management, where he leverages over 16 years of investment experience specializing in trading, research, and risk management. At Kensington, he plays a key role in managing the firm's tactical asset allocation strategies, with particular responsibility for the Dynamic Allocation Strategy, which actively shifts between US equities and defensive assets such as cash and US Treasuries based on market signals. His expertise is focused on navigating volatility and optimizing portfolio performance through systematic, adaptive approaches that prioritize both upside participation and downside protection in equity markets.

Prior to joining Kensington Asset Management in 2018, Sommerstad held senior investment roles at Cargill, including Senior Investment Manager and Finance Team Lead, where he developed deep proficiency in portfolio management and financial leadership within large institutional frameworks. His career has been marked by a disciplined, research-driven investment philosophy and a proven ability to manage portfolios through periods of market turbulence.

Sommerstad holds an MBA in Finance from Indiana University's Kelley School of Business and a BS Magna Cum Laude in Finance & Economics from the University of St. Thomas. He has been recognized for his contributions to systematic and tactical investment management, with Kensington’s strategies earning industry accolades such as the PSN Top Guns recognition for best-performing separate accounts and managed ETF strategies in US equities.