Leadership
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Investment

Seth Kirkham

Chief Investment Officer Global Equities

Seth Kirkham approaches investing with a deep fundamental process and cross sectoral understanding of our climate-driven economic transition. He has spent 25 years in financial markets, with experience investing across the entire market but with periodic focus on key relevant sectors to the transition, including energy, utilities, industrials and transportation.

Seth was previously the co-Portfolio Manager and co-Head of Research at DSAM Partners, a $2 billion equity long-short fund focused on EU and US equities. Prior to DSAM, Seth served as a Senior Analyst at ECAP, where he was a founding partner, this too was a $2bn aum fund, and before that Caxton. Seth has also served as a VP in equity research at Goldman Sachs in London and as a portfolio manager at Investec Asset Management. Seth started in the industry by completing the graduate program at Schroders Investment Management in London.

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Featured Content
April 1, 2026
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Article
As artificial intelligence scales beyond software into real-world systems, it increasingly depends on electricity, infrastructure, and execution. This piece explains why the “electrification of intelligence” is emerging as a defining force in capital allocation and long-term economic growth.
March 25, 2026
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Article
In an op-ed for Barron’s, Galvanize Global Equities CIO Seth Kirkham argues that while the buildout of the AI economy is accelerating, investment outcomes will hinge on where scarcity drives value.