Malcolm McCluskey is a seasoned investment strategist and the driving force behind Monteia Sophia. With a distinguished career spanning over a decade, Malcolm brings a wealth of expertise, a proven track record, and a bold vision to the helm of this innovative fund.
A graduate of Cambridge University and the London School of Economics, Malcolm’s academic foundation in business, economics and finance laid the groundwork for his rise as a global macro specialist. Before founding Monteia Sophia LLC, he successfully managed a UK fund for over ten years, delivering an impressive 23% average annual ROI. His ability to consistently generate strong returns stemmed from his deep focus on global macro trends, political events, and commodities, areas where his insight and intuition set him apart.
Malcolm’s decision to launch Monteia Sophia came in the wake of the COVID-19 pandemic and the Fourth Industrial Revolution, a period he saw as a catalyst for tectonic shifts in the world’s financial markets, commodity ecosystems, technology landscape, and manufacturing sectors. Anticipating these structural changes, he built Montiea Sophia to capitalize on emerging opportunities, blending cutting-edge technology with his seasoned perspective. His foresight has already paid off, with the fund’s stellar Q1 2025 performance signaling a new era of investment success.
"Markets don’t just evolve—they reinvent themselves. At Monteia Sophia,we’re not waiting for change; we’re shaping it".
Malcolm’s investment philosophy is rooted in understanding the interplay of economics, geopolitics and market dynamics. Whether it’s decoding central bank policies, navigating commodity price swings, or leveraging political events, he excels at turning complexity into opportunity. His specializations and experience combined with a tech-driven approach, positions Monteia Sophia to thrive amid uncertainty.
Malcolm founded Monteia Sophia with a clear mission: to deliver exceptional value by staying ahead of transformative market shifts. Under his leadership, the fund harnesses proprietary algorithms, alternative data, and lean operations to execute strategies with precision. His track record, from a decade of 23% annual returns to Monteia Sophia’s explosive 25% debut, underscores his ability to lead with vision and deliver results.
Priya is a trailblazing portfolio manager at Monteia Sophia, wielding expertise in tech algorithms to propel the fund’s standout returns. With a rare blend of quantitative brilliance and market intuition, Priya spearheads the development and deployment of cutting-edge algorithmic strategies, enhancing the team’s macro trading capabilities.
Priya holds a PhD in Computer Science from MIT, with a focus on machine learning, and a master’s in Finance from Stanford University. Before joining Monteia Sophia, she spent seven years at a leading quantitative hedge fund. Her specialty lies in crafting proprietary models that sift through vast datasets, central bank transcripts, market sentiment, or alternative data like satellite imagery to uncover tradable signals with unmatched speed and accuracy.
Priya’s lean operational mindset ensures her tech solutions are both powerful and efficient. She integrates commodity trends and interest rate signals into her models, while keeping computational overhead low and execution seamless. Her niche focus on tech-driven macro trading aligns perfectly with Monteia Sophia’s innovative ethos, allowing the fund to stay agile in fast-moving markets.
Risk management is woven into Priya’s process. She builds fail-safes into her algorithms, stress-testing them against historical crashes and volatility spikes to ensure robustness. Her models dynamically adjust positions, balancing aggressive trades with calculated restraint, a discipline that safeguarded Monteia Sophia’s gains during turbulent moments.
With a global perspective shaped by years in Silicon Valley and London, Priya brings a tech-savvy dynamism to the team. Her synergy creates a cohesive, multi-dimensional strategy where her algorithmic innovations were a driving force behind the 25% Q1 return, proving her ability to transform data into alpha and cementing her role as a vital part of Monteia Sophia’s future.
Sophie Chen is a dynamic portfolio manager, bringing razor-sharp expertise in commodities to the fund. With a career forged at the intersection of global markets and cutting-edge analytics, Sophie plays a pivotal role in driving the fund’s success in commodity-driven macro strategies.
A graduate of University College London with a degree in Economics and a master’s in Financial Engineering from Imperial College London, Sophie combines academic rigor with over eight years of hands-on experience in commodity markets. Before joining Monteia Sophia, she honed her skills at a leading hedge fund, where she managed a commodities portfolio that consistently outperformed benchmarks. Her deep understanding of energy markets, metals, and agricultural commodities paired with a knack for spotting macro trends makes her an invaluable asset to the team.
Sophie embodies the fund’s tech-driven ethos. She collaborates closely with data scientists to refine proprietary algorithms that track commodity cycles in real time, ensuring the team stays ahead of market shifts. Her lean operational approach, streamlining analysis and trade execution, maximizes efficiency, while her niche focus on commodities aligns perfectly with the fund’s specialized strategy.
“Commodities aren’t just assets; they’re the pulse of the global economy. Our job is to feel that pulse and act on it.”
Risk management is second nature to Sophie. She balances bold commodity bets with rigorous oversight, using diversification and real-time monitoring to protect gains. Whether it’s hedging against a sudden drop in oil prices or navigating volatility in rare earth metals, her disciplined approach ensures resilience without stifling growth. With her global perspective bolstered by fluency in Mandarin and extensive networks in Asian markets, Sophie brings a unique edge.
Liam Harper: Portfolio Manager, Central Banks & Fixed Income Specialist
Ethan Zhang: Portfolio Manager, US & Chinese Technology Sector Specialist
Elana Russo: Risk Management
Aisha Khan: Operations & Data Manager
Nikolai Volkov: Geopolitical Analyst
Javier Morales: Emerging Market Specialist
Clara Nilsson: ESG Investment Specialist
