About
Sonny Kushwaha is currently a senior investment research professional at Compass Rose Asset Management, LP, based in New York, NY. In this role, he specializes in evaluating public equity and alternative investment opportunities, focusing on long/short strategies and thematic sector research to inform portfolio construction decisions. His recent work has emphasized sectors such as technology, healthcare, and consumer discretionary, applying quantitative and fundamental analysis to identify alpha-generating positions and manage portfolio risk.
Prior to joining Compass Rose in April 2019, Sonny was a Senior Analyst at Carlson Capital, L.P., where he covered U.S. and global equities, developing differentiated investment theses across multiple industries. Additionally, he has experience at Hudson River Trading, contributing to systematic, high-frequency trading research. His background spans both discretionary and quantitative approaches in equities, with expertise in multi-asset strategies.
Sonny holds an MBA from Harvard Business School and an MPA/ID from Harvard Kennedy School, along with dual bachelor’s degrees in Mathematics and Finance from the University of Calgary, both with distinction. He is a CFA Charterholder candidate, underscoring his commitment to rigorous financial analysis and ethics. His notable contributions in the industry include developing research frameworks for complex equity strategies and leading deep-dive sector analyses to support principal-led investments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Compass Rose Asset Management, LP | Investment Research | Apr 2019 to Present | Long/short credit Fundamental and quantitative analyst |
| Hudson River Trading | Unknown to Present | — | |
| Carlson Capital, L.P. | Senior Analyst | Jan 2017 to Mar 2019 | Long/short credit |
| Harvard Business School | MBA and MPA and ID Candidate | Sep 2010 to May 2013 | — |
| McKinsey & Company | Summer Associate, Corporate Finance Practice | Jan 2011 to Jan 2011 | Advised multinational corporations and private equity funds on acquisition opportunities and the transformation of existing investments. Worked on two studies during the summer: - Advised a global cem... |
| International Finance Corporation | Investment Analyst | Jan 2008 to Jan 2010 | The International Finance Corporation (IFC), is the private investment arm of the World Bank and invests across the capital structure in companies in emerging markets. At IFC, Sonny focused on equity,... |
| Merrill Lynch | Investment Banking Analyst | Jan 2006 to Jan 2007 | Sonny worked in the investment banking group in Merrill Lynch's Toronto office and was involved in M&A, LBOs, and equity and debt financings. He covered various sectors, including materials, telecom, ... |
| Claren Road Asset Management | Research Analyst | Jan 2015 to Jan 2017 | Global long/short credit investing. |
| Everest Capital | Investment Professional | Jan 2013 to Jan 2015 | Everest Capital is a $3 bn hedge fund focused on investments in emerging markets. Sonny is responsible for distressed/high yield and special situation investments in Latin America, Asia, and emerging ... |
| Rimrock Capital Management, LLC | Summer Associate | Jan 2012 to Jan 2012 | Rimrock Capital is a $2 bn high yield/distressed credit hedge fund which makes long and short investments in corporate credit and structured products. Worked on investments in DIP loans, corporate bon... |
Education
Harvard Business School
MBA
2010 — 2013
Harvard University Kennedy School of Government
MPA/ID
2010 — 2013
CFA Institute
CFA Charterholder Candidate
2006 — 2010
University of Calgary
B.Sc. (With Distinction), Mathematics
2002 — 2006
University of Calgary
B.Comm. (With Distinction), Finance
2002 — 2006
Skills & Expertise
Others at Compass Rose Asset Management, LP (11)
| Name | Role | Location |
|---|---|---|
A Anthony Avona | Trader | NY , United States |
| Senior Trader | New York, NY , United States | |
P Prashant Sundar | Senior Investment Analyst | New York, NY , United States |
| Trader | New York, NY , United States | |
A Andrew Lewenec | Index Trader | New York, NY , United States |
| Analyst | New York, NY , United States | |
J James Ferguson | Associate | New Rochelle, NY , United States |
| Portfolio Manager | New York, NY , United States | |
| Trader | NY , United States | |
| Trader | United States |
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