About Us

Wahdy Capital is a technology focused investment firm based in San Francisco and New York City. We manage a long/short equity strategy focused on bottom-up, in-depth fundamental analysis of primarily US-based technology companies.

Firm details:

• Leadership team has over 30+ years of combined investment experience investing across the technology sector
• Primary focus on industries and verticals within Software, Hardware, and Internet

Investment style:

• Research process is deeply fundamental on a coverage list of 100 within a universe of 400+ companies
• We seek to understand companies holistically across their product-market fit (how competitive the product is), industry dynamics (disruption, innovation, and thematic factors), and the strategic operating plan of management (TAM, GTM strategy, and posture)
• Security selection is based upon the idiosyncratic return potential of the company
• We are unique in that we seek to run a mid-to-low net strategy to market while maintaining a view on net exposure to our sectors (Software, Hardware, and Internet)

We are currently open for capital from allocators and accredited investors. For more information, please reach us at contact@wahdycapital.com.