Breakout Capital Partners

SEC-regulated
Registered investment advisor
Breakout Capital Partners, L.P. is an investment adviser firm established in 2022, specializing in managing investment portfolios of private investment funds with a long-biased equity strategy focused on emerging markets. The firm, led by Ruchir Sharma, pursues investments in equity securities, IPOs, ETFs, and derivatives. Breakout Capital employs a top-down view of investment themes and bottom-up analysis, guided by the Founder's proprietary "10 Rules" framework for identifying successful nations. The firm manages client assets on a discretionary basis and may extend portfolio management services to separately managed accounts on a case-by-case basis. Breakout Capital is a fiduciary acting in the best interests of clients, with a Code of Ethics in place to minimize conflicts of interest. The firm engages in brokerage practices that prioritize best execution and may engage in cross trades and principal transactions in compliance with regulatory requirements. Breakout Capital votes proxies in the best interests of clients and maintains custody of client assets through a Qualified Custodian. The firm provides investment discretion to clients, voting client securities, and follows a comprehensive Proxy Voting Policy. Breakout Capital does not require prepayment of fees, has not been subject to bankruptcy, and maintains a strong financial position. For more information, clients can contact Sherri Cohen at [email protected].
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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