CIO
Pranjit K. Kalita

Pranjit Kumar Kalita is the CIO for Birkoa Capital. He has overall responsibility for all aspects of the investment process. He comes from an engineering background and considers macro investing his life's greatest passion and an endlessly interesting pursuit.  

By way of background, Pranjit is a computer engineer & computer scientist from 2 of the finest engineering/CS programs in the United States - Purdue University (B.S.) and Princeton University (M.S.), the latter of which he attended on a full ride! With an unorthodox background which he considers to be a plus within the field of macro investing, Pranjit is well-equipped to deal with any complicated topic that may arise within the realm of the global financial markets. His deep technical background applied within a relatively non-technical field is one of those immeasurable, hard to quantify assets that Birkoa has, which the firm believes will ultimately serve its investors quite well.

An added benefit of Pranjit's computer science & engineering background is his ability to separate out "fads" from value well within the realm of technology investments. As we are at the dawn of the Generative AI age coupled with ripe geopolitical and macro issues engulfing our world, navigating the waters well in terms of buying the right companies and understanding the right business models will be crucial to running a successful macro fund. Gone are the days when tech was its own thing - now as we have seen with semiconductors first (in 2021) and AI of late (in 2023), increasingly more supply chain imbalances and intergovernmental relationships are being driven by tech; these in turn drive inflation and thereby monetary policy. Due to which Pranjit's background of technology fused with his natural skills within macro investing would be key to continued outperformance in the markets going forward.