Puneet Gupta

Chief Investment Officer

Chief Investment Officer

Puneet has 10 years of active experience as an Investment Adviser, Portfolio Manager, and Trading Systems developer. He is an Associate of the Market Technician’s Association (MTA), where he is a Chartered Market Technician (CMT) Level 3 candidate.  As Chief Investment Officer, he is passionate about building and maintaining a coherent and consistent story that ties global macro with the technical and structural reality of Global Equity, Bond, Currency, and Commodity markets.  His goal is to look around the corner, providing real world and actionable insights that can be applied to tactical investment management to deliver meaningful absolute investment returns with less volatility regardless of the economic environment.

Puneet’s roots are in the Technology industry, with 20 years at Cisco Systems and Intel Corporation as a thought leader, Data Scientist, and transformation agent in  Supply Chain Management.  He received his B. Tech. in Electrical Engineering from the Indian Institute of Technology (Madras, India) and a Master of Science in Electrical Engineering from the University of Texas at Austin.

He honed his discipline, analytics/visualization, and healthy paranaoia/risk management skills at Cisco and Intel, and developed a habit of persevering in digging until he found a logical, intellectually satisfactory answer to the big and hairy problems he was trying to solve. These skills have served him well in the Financial world and in the pioneering field of Absolute Return investment management. Puneet developed a passion for the financial markets during his quest to learn from the “mistake” of selling his home in the Bay Area in 2003, right before home prices rose 50% in 3 years. He took a “deep-dive” into finance and economics in a 2-month sabbatical while he still worked at Intel. During this quest, he developed a suspicion of “Efficient Markets” and any applications of the theory. He saw the markets as being non-linear and emotion driven rather than rational, and to be better explained with fractal rather than gaussian models. Since then he has developed objective technical models for asset prices and a comprehensive and scalable methodology for Absolute Return Portfolio Management. His goal is to make The Absolute Return's managed portfolios not only the pre-eminent investment solution for institutions and accredited individual investors, but to bring it into the financial mainstream and offer it as a core investment option for the $1000 investor, in an environment where conventional strategies will struggle to deliver in a new normal of low growth and high volatility.

Puneet lives in Ann Arbor, Michigan with his lovely wife and 5 beautiful daughters. When one of his daughters was 4 years old, she christened Daddy’s work as being “Price and Precise”. Little did she know that was the quest Daddy was on, i.e. to develop a precise timing model for asset prices.

Mr. Gupta can be reached at puneet@theabsolutereturn.com

 

 

ROBERT F. PALMERTON, JR., CMT

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Mr. Palmerton has over 30 years experience in Corporate Finance. He has held positions as CFO, Director of Finance, and Financial Management and Analysis roles for Fortune 500 and multi-national firms (ADP, Honeywell, BOC Group) as well as for early-stage and emerging growth ventures (NA Publishing, Online Tech and PeopleForce Solutions).

As founder and a key executive in startups and emerging-growthtechnology companies, Mr. Palmerton has raised equity and debt financing, and has focused on driving his ventures to scalable, profitable results. Mr. Palmerton has served as the Managing Director of Venturegrowers, LLC, a venture capital firm based in Ann Arbor, MI. Bob is a member of the Market Technician’s Association (MTA), where he was awarded the Chartered Market Technician (CMT) designation. He is actively involved in the MTA’s membership committee and building its knowledgebase of technical analysis and theory. His market analysis focuses on sector timing research, market sentiment and volatility studies, trend-following and breakout trading opportunities. Robert has been using a blend of technical and fundamental analysis for the past 15 years. Bob founded Baseline Analytics in 2005.  With the objective to utilize technical analysis of the financial markets, coupled with macro-economic trends, Baseline Analytics strives to keep investors on the right side of the market at all times.  Bob developed the TrendFlex indicator, comprised of a blend of financial indicators that assess the risk of a change in the market trend.

Bob received an MBA in Finance from the University of Michigan, and a BA in Economics and Statistics, summa cum laude, from Fordham University in New York. Mr. Palmerton holds a Series 65 license. Bob is a member of the Detroit Metastock User’s Group and The Detroit Chapter of the MTA.

In his spare time, Bob is a juried artist, specializing in painting landscapes with soft pastels and oils. Among Bob’s many subjects, his favorites include farm and woodland scenes throughout Southeast Michigan, the beaches and city street scenes of his native New York, and the mountains, rocks and streams found on hiking excursions on his frequent travels.

Mr. Palmerton can be reached at rpalmerton@theabsolutereturn.com.

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