We are an investment firm with the flexibility to invest across asset classes, geographies, and industries. We seek to achieve attractive risk-adjusted returns by pursuing opportunities that offer both upside potential and a substantial margin of safety in varying market environments. We do not borrow on margin.
The firm is registered as an investment adviser in Texas and New York. We are also GIPS® (Global Investment Performance Standards) compliant, and work with third-party, best-in-class service providers.
Omar started his career in New York as an Analyst at Bear Stearns Merchant Banking (now Irving Place Capital), where he worked on transactions for a newly raised $1.5 billion private equity fund. He then worked as an Associate at The Cypress Group, a private equity firm which managed approximately $3.5 billion. After business school, Omar was a Research Analyst at GoldenTree Asset Management, a $40 billion manager specializing in opportunities across the entire credit spectrum. Omar subsequently was a Vice President at the family office Compass Global Investments, where he helped deploy capital directly into public securities.
Omar has an AB in Economics from Princeton University (1999), an MBA in Finance from The Wharton School (2006), and a Quantitative Studies for Finance certificate from Columbia University (2021).
He now lives in Dallas, TX with his wife and three daughters.