David Rentschler

David Rentschler is currently an analyst at JAT Capital Management LP, based in New York, NY. In this role, he is responsible for conducting detailed fundamental research and analysis to support JAT Capital’s diversified long/short portfolio. His work contributes directly to the firm's investment decision-making and risk controls, focusing on identifying market opportunities and volatility within specific sectors.

Rentschler’s investment coverage centers on the Telecommunications, Media, and Technology (TMT) sectors, as well as Consumer, Travel, Leisure, and Gaming industries. JAT Capital Management is recognized for its focus on these areas, and Rentschler’s analysis plays a vital role in building thesis-driven positions across both the long and short sides of the book. This sector specialization reflects the firm’s strategic orientation in capturing returns from market dislocations in high-growth and cyclical industries.

Prior to joining JAT Capital Management, Rentschler held analytical roles at other investment firms, including Wexford Capital. His expertise in equity research and portfolio analysis has contributed to the firm’s performance and investment rigor, particularly during transitions such as the team’s recent spinout led by John Thaler. While specific educational credentials are not publicly listed in the retrieved sources, Rentschler is noted for his deep sector knowledge and consistent contributions to fundamental research in alternative asset management.