Geosphere Capital Management

Established in July 2007, Geosphere Capital Management is a Miami-based hedge fund management firm founded by former SAC Capital portfolio manager, Arvind Sanger. It manages a long-short equity strategy focused on investing across the natural resources ecosystem, seeking to take advantage of the dislocations created by energy transition. The firm aims to generate alpha via fundamental analysis combined with an understanding of sector specific factors that guides its variant view. Geosphere's investment approach remains sensitive to the interplay between the demand for commodities, macroeconomic indicators and the resulting impact on company fundamentals. The firm invests in companies that it believes are responsible stewards of capital. New pressures, including ESG, are creating supply headwinds across natural resources sectors that the firm believes will enjoy significant new demand. Geosphere believes in a secular upcycle for resources and employs a patient approach in its quest to generate attractive returns.