Stocks & Commodities

Nastrova Capital Management applies active, event-driven, and contrarian strategies across global equity and commodity markets. Our conviction-based approach seeks opportunity where others hesitate—and delivers performance where markets dislocate.

Equities

We selectively engage in global equities, focusing on relative value, macro triggers, and fundamental momentum. Tactical long/short exposure, sector-specific rotations, and volatility-driven options strategies are core to our methodology.

Commodities

Commodities represent a structural pillar in our multi-asset allocation. Through directional plays, spreads, and geopolitical arbitrage, we engage with metals, energy, and agricultural assets—often as inflation hedges or countercyclical hedging vehicles.

Strategic Focus

  • Event-driven trades (earnings, policy shifts, global disruptions).
  • Contrarian stances during overbought or oversold market phases.
  • Commodity hedging integrated into portfolio risk architecture.
  • Short-term volatility capture through options and futures.
  • Rotational agility between high-beta and defensive sectors.
“Commodities are the pulse of geopolitics. Equities reflect the collective emotion. We navigate both with data, conviction, and speed.” — CIO, Nastrova Capital