Tactical Opportunities

Tactical Opportunities is a group focused on global investment opportunities that are time-sensitive, complex, or in dislocated markets where we believe risk is fundamentally mispriced. We explore unique asset classes, focusing primarily on public equity, but also considering credit and private placement opportunities.

 
 

Portfolio Managers

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Keith Brandner

Keith is a senior in Wharton studying Finance and Legal Studies. In previous summers, Keith has interned at PJT Partners, CVC Credit and Oaktree Capital Management. He will be joining Millstein & Co. after graduation in their restructuring advisory business. In his free time, Keith enjoys fishing, scuba diving, surfing and skiing.

 
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Jameson Mah

Jameson is a junior studying finance in The Wharton School and minoring in computer and information science. In the past, he has done weapons systems research for the U.S. Department of Defense and performed high yield credit research for Vanguard’s Fixed Income Group. Next summer, he will be working in Blackstone’s Tactical Opportunities Group. In his free time, he enjoys playing poker and long-distance running.

 
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Gerald Sim

Gerald is a junior in Wharton from Singapore, studying Finance and Accounting. This past summer, he worked at Apollo Global Management on the private equity team. Outside of WITG, he is also involved with the Pennsylvania Investment Alliance, a student-run mutual fund. He enjoys spending his weekend afternoons cooking.