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Abstract White Waves
Abstract White Waves

Hi, my name is Harneet Kaur

I am a distressed and special situations investor

I live at the intersection of markets, ai and human behavior.

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Abstract White Waves

Investment Focus

As a distressed and special situations investor, I focus on investing in businesses facing complexity, transition, or dislocation.

Some of the STRATEGIES include...

Restructuring
Turnarounds
Deep Value
Distressed Credit
Special Situations
Asset-Based Financing
Asset-Based Financing

Some INDUSTRIES I've looked at include:

Energy/Infrastructure
Regulatory Complexity
Asset-Heavy Manufacturing
Software

Some STRATEGIES I look at include:

Restructuring · Turnarounds
Deep Value · Distressed Credit
Special Situations
Asset-Based Financing

Some INDUSTRIES I look at include:

Energy / Infrastructure
Regulatory Complexity
Asset-Heavy Manufacturing
Software

Abstract White Waves

Selected Experience

Before distressed investing, I was a public equity analyst. I have a decade of experience in finance on the sell-side and buyside.

DISTRESSED INVESTING & TURNAROUNDS

Vice President | Marblegate
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  • $3B AUM special situations private equity

  • Lead analyst managing $X00 million capital invested across distressed debt, complex restructurings, special situations

  • Operational turnarounds & board governance 

PUBLIC MARKETS & EQUITY RESEARCH

Morgan Stanley | Wolfe Research
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  • Sell-side analyst advising hedge funds on markets and business developments 

  • Build deep relationships with senior executives of publicly traded businesses

  • Published reports on deep fundamental equity

EDUCATION

The Wharton School | NYU Stern
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  • MBA in Finance, The Wharton School,

  • Bachelors of Science in Finance & Economics, NYU Stern School of Business

Abstract White Waves

AI Projects

Outside of work, I enjoy playing with AI tools and building things to help improve my investment process. Some of my projects...

Financials To Excel

Grid Tile Pattern

This tool can pull 3 years of filings (10Qs/10Ks) directly from Edgar with a CIK code and organize them into excel. Income Statement, Balance Sheet and Cash Flow. 

AI Credit Document Analyzer

Signing A Document

This tool goes through a credit document and pulls out key items (covenants, investment baskets) and creates a red/yellow/green indicator for areas of concern.

Coming Soon

AI "First-Pass" Credit PM

Financial Data Charts

This tool is a "credit PM" that looks at financials, credit documents through multiple lenses to assess whether it is a good business to look at or pass on.

Coming Soon
Soft Flowing Fabric

Selected Writing

I also enjoy writing on my substack, rationally irrational, where I explore the intersection of human behavior, technology, and society.

What Happens When IQ Becomes a Commodity

THE HUMAN EDGE

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INCENTIVES IN TECH

How Human Behavior Drives Innovation & Progress

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Soft Flowing Fabric

More About Me...

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I live between Connecticut and New York City. Some of my other interests include reading, abstract painting, and creative writing.

harneet kaur

  • LinkedIn
  • GitHub
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