Kailash Capital Research, LLC Launches New Model Portfolios to Empower Investors with Quantamental Investment Strategy
June 27 2024 - 7:03AM
Business Wire
Kailash Capital Research, LLC (KCR), which specializes in the
field of Process Driven Investment Research, is proud to announce
the release of its suite of Model Portfolios.
This new offering is the culmination of rigorous work by an
expert team of quantitative and fundamental investors and is
specifically crafted to align with the diverse financial needs of
Financial Advisors, Equity Analysts and Portfolio Managers. The
essence of the firm’s philosophy is embedded in these portfolios,
which leverage an evidence-based strategy that uses empirical
historical evidence to help identify exceptional investment
opportunities.
KCR’s co-founders, Matt Malgari and Dr. Sanjeev Bhojraj, noted
that the team’s overlapping skill-sets have eliminated the line
between “fundamental” and “quantitative” investing. As Matt
commented, “KCR’s Model Portfolios are constructed based on
data-driven fundamental facts — not forecasts and feelings. We are
in the ‘money ball’ business – not the ‘crystal ball’
business. This is how we avoid the behavioral errors that afflict
investors and strive to deliver class-leading expertise at a
class-leading price."
Highlights of the Model Portfolio Suite Include:
Diversity of Investment Strategies: The suite presents a
spectrum of investment strategies, each selected for its potential
to outperform a given benchmark ranging from Large Cap Core to
specialty strategies seeking to find pricing inefficiencies in
highly levered small-cap companies.
Strategic Optimization: Through the integration of
state-of-the-art analytics and KCR’s twice-monthly commentaries,
the firm works to help clients think about their own portfolios in
historical context while also offering model portfolios that often
have a decade or more of history.
Focus on Protecting & Growing Capital: The suite is
designed to provide independent and unbiased data-driven evidence
to support FAs, Analysts, and PMs in their investment process
across a wide range of benchmarks and risk tolerances.
For in-depth information regarding the KCR Model Portfolios,
please visit: https://kailashconcepts.com/model-portfolios/
About Kailash Capital Research, LLC (“KCR”):
KCR’s close-knit team hails from academia and some of the
world’s largest and most-respected investment firms. We’ve worked
together for more than a decade and built a culture that centers on
hard work, collegiality, humility and, above all, a commitment to
doing the right thing by investors.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20240627950895/en/
jocelyn@kailashconcepts.com (843) 513-3531