LightEdge Asset Management (LEAM), founded by Omar Almohammady and Marat Kasparov, pursues non-correlated absolute returns in a benchmark-dominated world. We believe today’s asset management industry is too compartmentalized, too benchmark-driven, and often blind to critical trends unfolding in plain sight.
LightEdge was built to be different: combining well-researched, high-conviction positions with acute awareness of powerful macro, secular, and cyclical forces. This approach is complemented by tactical event-driven trading — all executed within a disciplined, actively managed absolute-return framework.
Philosophy
Built for a Rapidly Changing Time
We are living through an era of accelerating change driven by technology, policy shifts, and geopolitics. In this environment, information and capital travel at light speed, creating many opportunities that close fast. LightEdge is designed to identify these asymmetric opportunities and position with discipline.
Time Horizon
Long-Term Convictions and Short-Term Tactical Trading
We pair high-conviction, longer-term investments with shorter-term, event-driven trades. This dual approach diversifies returns and provides a natural hedge to the core portfolio.
Asset Classes
Equity Focus with Acute Awareness of Macro
We are equity investors first and foremost. Yet in today’s environment, macro forces will play a decisive role in shaping medium-term equity outcomes, making macro assets essential to both alpha generation and risk management.
Independent
A Fully Aligned Global Team
The founding partners bring synergistic global perspectives. With a minimum of 10% of AUM invested in our own strategies, we are fully aligned with our investors.