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About Gratio Capital

Gratio Capital is an investment advisor. Gratio Capital was founded in 2006 to provide investment management and supervisory services. We act as the investment advisor to select privately managed accounts for individuals, institutions, and businesses.

Gratio Capital also runs the Gratio Giving Share program, whereby investors in Gratio accounts or in funds managed by Gratio earn Giving Shares that can be allocated to philanthropic projects and efforts.

  

The Team

Portfolio Manager: R. Rimmy Malhotra

In addition to his role as a Founder, Managing Partner and Chief Investment Officer of Gratio Capital, Rimmy Malhotra manages the Gratio Values Fund.

Before assuming management of the Gratio Values Fund, Rimmy was with a New York City-based hedge fund. Prior to that, he was with Citibank Private Bank where he developed and headed many of the bank’s money laundering detection systems. 

Rimmy has an MBA from The Wharton School focusing in Finance, as well as an MA in International Relations from The University of Pennsylvania. He completed his undergraduate coursework at Johns Hopkins University where he received a B.S. in Computer Science and a B.A. in Economics.

More than just an investment specialist, Rimmy served in the Peace Corps for three years in Costa Rica where, among other projects, he started a non-profit to bring technology to rural elementary and middle schools.

Rimmy maintains a blog about his two interests, doing well and doing good, and he also is a contributor to the Motley Fool. For a listing of his writings, see the investing resources page.

  

Head of Marketing and Operations: Yaron Ben-Zvi

Yaron handles client services, marketing, and operations-related activities for the Advisor. Previously, Yaron worked as Director of Client Services for with marketing research and consulting firm Nielsen BuzzMetrics. Before that he completed his MBA from the Wharton School of Business. Previously, he worked as a Product Manager for Oxygen Media. Yaron has a B.A. in History and Political Philosophy from Wesleyan University.

  

Online Investing Tutorials

View the online presentation that introduces you to our value investing philosophy.

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© 2007 Gratio Funds and Gratio Capital, 28 West 44th Street, Suite 1200, New York NY 10036.    See important legal disclosure information and conditions of use.  Advisory services and securities:This Internet communication is limited to the dissemination of general information about the services provided Gratio Capital. This Internet communication does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction. Responses to any inquiry which may involve rendering of personalized investment management for compensation effecting or attempting to effect transactions in securities will not be made absent compliance with state broker-dealer, investment advisor, broker-dealer agent or investment advisor representative registration requirements, or applicable exemptions or exclusions from such requirements.

  

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