Kamal Shah

Kamal Shah is a Portfolio Manager and Macro Strategist at Donald Smith & Co., Inc., based in New York, NY, where he has been a core member of the investment team since 2001. His responsibilities include leading macroeconomic research, investment strategy, and trading activities, supporting the firm's value-oriented approach.

Shah's expertise centers on the analysis and management of equity investments, primarily within small- to mid-cap U.S. equities. He has covered sectors such as computer and telecom software, metals, banking, housing, industrials, and financial services during his career, evidenced by his coverage of top holdings like Aercap Holdings, Eldorado Gold, Genworth Financial, and M/I Homes, as well as significant activity in industrial and manufacturing stocks such as United States Steel and Harley-Davidson.

Prior to joining Donald Smith & Co., Shah worked as an auditor at Deloitte & Touche LLP and as an analyst at Advest Securities and C.E. Unterberg, Towbin, focusing on technology and telecom sectors. He holds both a BBA and an MBA in Accounting from Pace University's Lubin School of Business, and is fluent in Hindi and Gujarati. He is recognized for rigorous fundamental analysis and macroeconomic insight, contributing significantly to the firm's long-term portfolio strategy.