KADIMA SUN
INNOVATION
Why “Who We Are” is Critical
Many investment processes are strictly quantitative.
All our processes are intertwined with Investor Psychology plus Behavioral Finance plus our proprietary Emotional Quotient Financial Analysis (EQFA™)
Thus “Who We Are” is critical to our overall process and resulting output.
Clive Anthony Correia’s parents came to the United States hoping for a better life — not so much for themselves, but for their future children. Mr. Correia was the first person from his family born in the United States. At the age of 5, his father died unexpectedly, leaving his mother without nearby family, a job, or traditional career skills. From that moment, he became the “man of the house.” Starting at age 9 he began working odds jobs and through sheer determination and discipline, put himself through The Wharton School at the University of Pennsylvania — consistently ranked among the world’s top business schools. While a full-time student, he was a campus leader, worked multiple jobs and consistently did weekly community service at a local West Philly neighborhood soup kitchen.
Mr. Correia’s commitment to service was shaped at an early age. Shortly after his father passed away, his mother began spending her few free moments volunteering at one of Mother Teresa’s local soup kitchens in Newark, NJ — always bringing her energetic 5-year-old son along. Unexpectedly, during one of their mother-son volunteer days, Mother Teresa herself came for a supervisory visit, and they were blessed to be able to meet, work with, learn from, and receive a personal Blessing from the now Saint — leaving an indelible mark on the child.
Mr. Correia’s community service is broad in scope, while focusing on 3 primary areas:
• Feeding the poor & housing the homeless
• Education for kids in dire financial-need
• Children & Spouses of U.S. Military who lost a parent & Warriors who were injured physically, mentally, or emotionally
Mr. Correia utilizes a three-pronged approach of:
• Advocacy
• Hands-on volunteer work
• Financial contributions
Overall, starting with his mother’s staunch example and strengthened by many other personal role models, notably Mother Teresa — Mr. Correia fiercely carries out a life-long passion of using his success to help others.
Founder & Managing Partner – Kadima Sun
Clive Anthony Correia is a graduate of The Wharton School at The University of Pennsylvania having earned a Bachelor of Science degree. Mr. Correia is the Founder and Managing Partner of Kadima Sun, an innovation-focused investment fund built on a unique and proprietary strategy. Kadima Sun employs five distinct bottom-up analytical frameworks — Value, Growth, Economic, Technical, and Behavioral Finance. Each is executed independently in siloed processes and then synthesized to uncover high-conviction, alpha-generating investment opportunities. The fund primarily focuses on healthcare/biotech and tech/next-gen sectors, with selective exposure to fintech, consumer, and energy/alternative spaces.
Mr. Correia is also an active investor through Alumni Ventures as a Limited Partner and Venture Capital backer, and he holds a seed-stage angel investment role with the Wharton Alumni Angel Network.
Previously, Mr. Correia spent over a decade at Columbus Circle Investors (CCI), a subsidiary of Principal Financial Group (NASDAQ: PFG). At CCI, he was consistently a top performer and key alpha generator with a cross-sector innovation focus. His performance track record of consistent, long-term alpha generation directly helped drive the growth of his team, CCI’s flagship fund, from $1 Billion at his start up to $11 Billion peak assets under management (AUM) — which in turn drove growth of the overall firm from $2 Billion at his start up to $18 Billion peak AUM. Mr. Correia rose to the ranks of senior management with decision making responsibility including personal responsibility of $2-3 Billion of the firm’s AUM. Mr. Correia’s performance history includes his personal track record documenting his material personal positive performance attribution.
Mr. Correia started his career in Mergers and Acquisitions focused on value investing, quantitative analysis, and complex financial-modeling.
Over the past decade Mr. Correia has also done extensive consulting work – including serving as an innovation & healthcare expert through leading global expert networks including GLG, Guidepoint, Atheneum, Coleman, AlphaSights, and many more – supporting project work directly for numerous public and private companies (especially within biotech/pharma) and also many of the consulting and advisory firms they employ.
His career spans multiple investment disciplines and market environments, unified by a proven track record of generating long-term, repeatable alpha.
I grew up in circumstances that taught me early that the distance between where you start and where you end up is closed by two things: ideas that matter, and the discipline to see them through.
That understanding shaped my career. Across decades of investing in healthcare, technology, energy, and finance, I’ve been drawn to the same kind of opportunity over and over: situations where a genuinely good idea is mispriced, misunderstood, or held back by the very people responsible for moving it forward.
That pattern is what led me to behavioral finance. My training at Wharton gave me the analytical foundation. But years of watching smart people make predictable mistakes gave me my real education. Founders who couldn’t separate conviction from evidence. Investors who confused narrative momentum with fundamental strength. Boards and management teams that chose to stay on a path that maximized comfort when the situation demanded a more honest assessment. The numbers matter, but the people behind the numbers matter more.
At Kadima Sun, that dual focus is the whole point. We don’t just analyze what a company is doing. We analyze what the people inside it, around it, and investing in it are thinking, and where that thinking has become detached from reality.
To me, success carries an obligation. A minimum of 1% of the general partner’s annual net profits are donated to charitable causes each year. Never client funds. This was built into the firm from the beginning, and I apply the same rigor to giving that I bring to research: proven impact, strong governance, and the ability to scale.
Everything I do comes from one place: a belief that innovation and capital – applied with discipline and honesty – can create widespread positive outcomes that last.
This is the passion that drives the work.
Generating positive financial results allows us to combine our passion for finance and helping others to make a broader impact by supporting many organizations including the following:
Soup Kitchens & Homeless Shelters
Saint Mother Theresa’s Soup Kitchens via Missionaries of Charity Pacific House Shelter New Covenant Center St. Joseph’s Social Services Center University City Hospitality Coalition Community FoodBank of NJ
Safety National Center for Missing & Exploited Children (NCMEC) Rape Abuse & Incest National Network (RAINN) National Suicide Prevention Lifeline
U.S. Military – Injured Veterans & Families Who Lost a Parent/Spouse Annual Memorial for Navy SEAL Lt Michael Murphy (KIA Killed-In-Action) Stop Soldier Suicide Wounded Warrior Project Lone Survivor Foundation (Operation Red Wings) Navy SEAL Foundation Semper Fi Fund Special Operations Warrior Foundation
Firefighters & September 11th (9/11) Tunnel to Towers Foundation National Fallen Firefighters Foundation
Poverty Alleviation & Education Principal Foundation [Principal Financial Group (Nasdaq: PFG)] Kiva — Correia Kiva — Principal Financial Group (Nasdaq: PFG) — Global Team Captain Inroads Harlem Academy Boys Hope Girls Hope Families In Transition
Scholarships & Endowments – primarily to students in dire financial need UPenn Endowment Fund Wharton Endowment Fund PKP (Correia) Scholarship Endowment AKPsi (Correia) Scholarship Endowment #1 — Wharton/UPenn AKPsi (Correia) Scholarship Endowment #2 — Global (250+ schools worldwide)
Americans With Disabilities Westchester Disabled On the Move, Inc.
Health American Red Cross American Diabetes Association American Heart Association American Cancer Society American Foundation for AIDS Research (amfAR)