Birkoa Capital Management

Birkoa's edge starts with an unusual background for a global macro manager: CIO Pranjit Kumar Kalita is a computer engineer, Purdue and Princeton trained, who applies pattern recognition from technology to separate fads from genuine value within tech-driven macro themes.

Founded in 2019 and based in Princeton, the firm runs a systematic-discretionary, top-down strategy across liquid global assets, holding positions roughly three years on average and aiming for absolute returns over multi-year horizons. Its framework leans on long-term debt-cycle thinking in the Dalio tradition, anchored in centuries of economic history. The firm keeps a presence in both the United States and Israel.