Karthik Annaamalai

Karthik Annaamalai is a Senior Research Analyst at Pzena Investment Management based in Philadelphia, PA, where he focuses on public equities and special situations within the firm’s value-driven investment strategy. At Pzena, he is part of a deep, experienced team responsible for rigorous research, portfolio construction, and coverage of global equity sectors—including Emerging Markets Equities and US Large Cap Value—with a disciplined approach to identifying undervalued businesses.

Prior to joining Pzena in July 2023, Karthik was an Associate at Blackstone and held an Analyst position at BlueMountain Capital Management, gaining valuable experience across alternative investments and public markets. Throughout his career, Annaamalai has developed robust expertise in fundamental research and portfolio analysis, particularly in public equity and diversified special situations, and has contributed to institutional investment mandates for major public entities.

Karthik holds an MBA from The Wharton School and a BS in Business Administration with a concentration in Finance, plus an additional major in Statistics from Carnegie Mellon University. His notable achievements include contributing to the top-performing and highly diversified Emerging Markets equity strategies at Pzena, which have been shortlisted for major public fund mandates and recognized for performance and research rigor.