Independent Capital. Disciplined Execution.
A Wall Street–based proprietary trading firm built on rigorous research, disciplined risk management, and a long-term perspective on U.S. financial markets.
01 / Our Story
The Firm
MShaddad Investments is a New York-based private investment operation founded with a singular focus: to deploy proprietary capital across U.S. equity markets with precision, discipline, and intellectual rigor.
The firm was established on the conviction that independent, research-driven investing — free from the constraints of third-party capital management — enables a more agile, focused, and performance-oriented approach to markets.
Operating exclusively with its own capital, the firm maintains full autonomy over its investment decisions, risk parameters, and strategic direction. This independence is not merely structural — it is foundational to the firm's identity and competitive edge.
02 / Investment Philosophy
How We Think About Markets
01
Research-Driven Conviction
Every position begins with deep fundamental and technical research. We seek asymmetric opportunities where our analysis provides a clear informational or analytical edge over consensus.
02
Disciplined Risk Management
Capital preservation is paramount. We apply rigorous position sizing, defined stop-loss disciplines, and portfolio-level risk controls to protect capital across all market conditions.
03
Sector Focus
We concentrate our expertise in U.S. equities across artificial intelligence, information technology, and healthcare — sectors where structural growth, innovation cycles, and market dislocations create recurring opportunity.
04
Long-Term Perspective
While we are active traders, our decisions are anchored in long-term structural themes. We distinguish between short-term noise and durable market trends, acting with patience and conviction.
04 / Focus Areas
Sectors We Know
01
Artificial Intelligence
Identifying leaders and disruptors in the AI infrastructure, software, and application layers as the technology reshapes industries.
02
Information Technology
Deep coverage of enterprise software, semiconductors, cloud infrastructure, and cybersecurity — the backbone of the modern economy.
03
Healthcare
Tracking innovation in biotech, medical devices, and health services where scientific breakthroughs create significant market opportunities.
03 / Leadership
Leadership
Chief Executive Officer (CEO)
Mohannad Shaddad
Mohannad Shaddad serves as the Chief Executive Officer of MShaddad Investments. He is responsible for the firm's overall investment strategy, portfolio management, research direction, and operational leadership. Under his stewardship, the firm remains committed to disciplined capital allocation, continuous innovation, and long-term performance excellence.
U.S. Equities · AI & Technology · Healthcare