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About
Altaf Mackeen is the Managing Director and Head of Research at Two Seas Capital LP, overseeing research and portfolio strategy since January 2025. In this role, he manages the firm's investment research across public equities and credit, with a significant focus on structured products, energy, renewables, healthcare, and litigation finance sectors. Mackeen also steers allocation decisions informed by deep market analysis and macro trends.
Previously, Mackeen served as Senior Portfolio Manager at VR Capital Group from January 2022 to December 2024, and before that as Portfolio Manager from December 2019 through 2021. His track record encompasses managing multi-asset portfolios, particularly within global distressed debt, credit, and special situations, demonstrating expertise in complex and opportunistic investment strategies.
Mackeen is a graduate of the University of Pennsylvania’s Huntsman Program, earning a dual bachelor's degree in International Studies and Business. He is recognized for developing analytical frameworks that drive outperformance, and for his contributions to sector rotation and risk optimization in institutional portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Two Seas Capital LP | Head of Research | Jan 2025 to Present | — |
| VR Capital Group | Sr. Portfolio Manager | Jan 2022 to Dec 2024 | — |
| VR Capital Group | Portfolio Manager | Dec 2019 to Dec 2021 | — |
| VR Capital Group | Director | Jan 2019 to Dec 2019 | — |
| VR Capital Group | Senior Analyst | Sep 2015 to Dec 2018 | — |
| Five Island Asset Management (Harbinger Group Inc.) | Vice President | May 2013 to Jan 2015 | — |
| Harbinger Capital Partners | Sr. Associate | Jan 2010 to Jan 2013 | — |
| Sankaty Advisors | Associate | Jan 2006 to Jan 2008 | — |
| Houlihan Lokey Howard & Zukin | Associate | Jan 2003 to Jan 2006 | — |
Education
University of Pennsylvania
Bachelor's Degree, International Studies & Business (Dual Degree) - Huntsman Program
1999 — 2003
Skills & Expertise
Others at Two Seas Capital LP (4)
| Name | Role | Location |
|---|---|---|
 | Partner and Head of Trading | New York, NY , United States |
J Julia Tolmachyov | Investment Analyst | United States |
 | Chief Investment Officer | New York, NY , United States |
| Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Andrey Belov | Research Analyst | Cramer Rosenthal Mcglynn LLC | Stamford, CT , United States |
B Brian Harvey | Equity Portfolio Manager | Cramer Rosenthal Mcglynn LLC | United States |
