Mona Patni is a Director and Portfolio Manager on the Systematic Equity investment team at MacKay Shields LLC. Mona joined the firm, including predecessor entities, in 2002. She initially joined the New York Life Investments family in 2001 on the Investment Consulting Group (ICG). At ICG, Mona assisted in the development of a manager due diligence process, researched and developed vendor selection criteria and evaluated alternative asset mixes for education funding plans. Before ICG, Mona was a Principal Consultant in the Financial Services Division at PricewaterhouseCoopers, where she helped several companies in the financial services industry launch successful applications. In addition, she evaluated existing processes at several firms and made recommendations to improve them. She began her career as a Systems Analyst at Tata Unisys Ltd. in Mumbai in 1993. Mona graduated from the University of Bombay with a degree in Computer Science Engineering and earned her MBA from the NYU Stern School of Business. She has been working in the investment industry since 2001.

Mona's philosophy

Mona believes that short selling and other alternative strategies can help investors meet their long-term goals in an increasingly complex and challenging market environment. Her unique approach centres on a systematic, risk-conscious security selection process that aims to generate attractive, repeatable returns in excess of the benchmark.

Our investment process



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