Penserra Capital Management

Penserra Capital Management is an institutional financial services firm specializing in global equity trading, fixed income trading, investment banking, and active investment management. Founded in 2007, the firm operates offices in Chicago, New York, and the San Francisco Bay Area, serving a diverse clientele that includes asset management firms, corporations, banking institutions, foundations, and retirement systems. Penserra is a certified Minority-Owned Business Enterprise (MBE), reflecting its commitment to diversity and inclusion within the financial industry.

The firm's active investment management subsidiary, Penserra Global Investors, focuses on providing superior risk-adjusted returns by extending investment research beyond traditional financial statements. Their investment philosophy emphasizes long-term investments in undervalued quality businesses with potential for sustainable wealth creation. Penserra combines financial research with sustainability and ESG analysis, assessing intangible assets such as human capital, and concentrates on global small- and mid-cap companies to realize behavioral and informational advantages. The firm constructs concentrated portfolios of high-conviction investments, linking ESG factors to value creation and engaging actively with corporate management to unlock value.

Penserra's services also include transition management, ETF sub-advising, index funds, and custom beta solutions. The firm has expanded its capital markets presence by adding senior investment professionals and has merged with Cheevers and Company, a Chicago-based institutional broker-dealer, to enhance its global trading expertise and breadth of broker-dealer services. This expansion aims to provide clients with a comprehensive suite of financial services, leveraging technology, data, and intellectual capital to deliver precise and innovative solutions. Penserra's commitment to customer service, precision, innovation, and trust underscores its dedication to delivering exceptional results for its clients.