Introduction:

Sarhan Capital is a boutique investment firm founded in 2004 and offers a suite of services for both individual and institutional investors around the globe. Sarhan capital has one goal: provide its clients with objective & intelligent independent research that helps them achieve superior results in both bull and bear markets. Sarhan Capital provides value first by providing its clients with objective fact-based analysis of market action. It was created out of a simple “need” by clients to receive honest and unbiased advice about how to effectively operate in capital markets.

Milestones:

  • 2004: Financial markets expert Adam Sarhan formed an independent investment firm Sarhan Capital- to help retail and institutional investors navigate capital markets. He launched The Sarhan Analysis which is a weekly long/short global macro research note that covers seven markets: Stocks, Bonds, Currencies, Energy, Metals, Grains, & Softs.
  • 2005: Began offering consulting/advisory services to institutional clients. The Firm landed its first $100M+ client and began forming powerful relationships on the Street.
  • 2006: The media began quoting Adam Sarhan on various market-related topics and the Firm landed its first $500M+ client.
  • 2007: Sarhan Capital began offering mentoring services to help individual investors become centered, overcome their weaknesses, and achieve their investment goals.
  • 2008: Put us on the map! While nearly everyone was getting killed with imploding markets our firm (and clients) were well positioned for the entire financial meltdown. Instead of losing money it was our best year: our $1 million model portfolio surged +55% in 2008 and doubled since inception in 2004! We also landed our first multi-billion dollar account and created our own investment system: D.A.M.P.!
  • 2009:  Launched Trend Following Research – which is an objective study- with actual rules you can apply- of how to capitalize on market trends.
  • 2010: is the one-stop solution for strengthening your portfolio in all market conditions. Combining fundamental and technical analysis along with stringent risk management principles, Sarhan 
  • 2011: Consolidated and remodeled our web presence. Launched Sarhan’s Database and FindLeadingStocks.com. Sarhan’s database allows site members to do see exactly week-by-week what happened in each of the 7-markets we follow. Our research ievery  in order to fill an unmet demand from investors: how to find leading stocks.

 

Our Intentions: Serve the greater good.
Our intentions are to help people live better lives by making money in capital markets. We are here to help anyone who wants to learn how markets actually work, is looking for better results, or is tired of losing money in the market. As of November 2009, a $1 million model portfolio, created in October 2004 along with the launch of The Sarhan Analysis, boasts a +230% return on investment since inception, compared with a negative -9.90% return over the five-year period for the S&P 500.

Few Quotes:
“The performance occurred during both bull and bear markets in each of the asset classes I cover. There was a bull market in stocks, the euro, energy, gold and grains in 2004-2007. Then each of these markets fell into a massive bear market. I made money in both directions,” says Adam Sarhan of his model portfolio in a 2009 interview.

“We have an uncanny ability to avoid the egotistical temptation of being right,” says Sarhan, founder and chief executive of Sarhan Capital. “Instead we respect the markets by calculating our risk via predetermined risk levels before initiating a position. This exact technique also allows us to perform consistently in both up and down markets.” -2010

“Sarhan stayed calm when others panicked and made me money by remaining disciplined and following his trading rules. I was up double digits in 2008 largely thanks to his input!” says Joe Tates, CEO Tates Family Office based in NJ.

“Never argue with the tape and always keep your losses small!”

-Adam Sarhan