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Kailash Concepts – Behavioral Finance, Portfolio Strategy & Quantamental Tool Kits2022-05-05T16:09:47+00:00
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Behavioral Finance, Portfolio Strategy & Quantamental Tool Kits

What we offer?

What We Do?

We use historical data to drive our empirical research.

Our goal is to identify stocks that we believe offer better returns and lower risk over the long run.

We are not speculators. We focus on bringing the best Quantamental Investing tools to market.

You won’t find us claiming that we can tell you what the “next Amazon” is going to be.

We stick to the facts, use data and history to inform our views, and present the information in an impartial manner.

Offering You

Qualitative ResearchValuable Investment InsightsKnowledge About InvestingInnovative ProductsRanking & Screening Tools

Tailored Solution

We believe in compounding returns with an emphasis on capital preservation.

View Our White Papers
See our plans
Try for $1 Trial

Research Offerings

Our services bring the best-of-breed quantamental themes and tools to your doorstep.

*Compatible with virtually any data analysis or display software

Newsletters:

  • White Papers Monthly
  • Quick Takes Monthly
  • Charts for the Curious

Rankings & Lists Monthly:

  • Large Cap Investing
  • Mid Cap Investing
  • Small Cap Investing
  • Dividend Investing
  • Low Volatility Investing

Dedicated Tool Kits:

  • Short Sellers
  • Management Integrity
  • Single Company Heat Map
  • Earnings Manipulators
  • Equity Duration

White Papers

A monthly, deep dive, and rigorous piece identifying:
Extraordinary Value Spreads, Mispriced Quality, and Behavioral Errors

Quick Takes

A monthly, wide ranging, and informal note based on discussions and readings.

Charts for the Curious

A twice monthly chart with thoughtful bullets that we hope create insightful dialogue.

Who We Serve?

Investment Managers

Consultants

Hedge Funds

Family Offices

Endowments & Charities

Registered Investment Advisors

Pension Funds

Sovereign Wealth Funds

Some Of Our White Papers

Dive Deeper Into Our Written Work

Consumer Staples Sector: A Speculative Refuge

Protecting & Growing Wealth in the Age of Uncertainty - From 2017 - 2020, speculative trading on predatory apps like Robinhood became a true stock market mania. The catastrophic misallocation of capital was, briefly, a very profitable endeavor. We did not flinch.

What Is Accounting Quality and Why It Matters

A Quick Walk Through the Recent Age of Miracle, Wonder & Other Lies - It has been a wild couple of years for financial statements. And by “wild,” we mean the quality of financial accounting information hit lows we could not have imagined. Let’s start with the basics.

Bear Market History & the Lessons of Losing Money

This piece is designed to add color to our Bear Traders post, which showed the five largest market declines since the 1960s. That piece explained the brutal path to getting back to break-even across the history of bear markets using the S&P 500.

Public Citations

We are grateful for our valued partners

In Gold We Trust

In Gold We Trust report 2022

VOLATILITY AHEAD

Saracen Fund Managers

SMALL CAP 1Q21 UPDATE

ClearBridge Small Cap Portfolio Managers Albert Grosman and Brian Lund join Vinay Nadkarni to discuss the speculative nature of the recent runup in small stocks

VALUE VS. GROWTH: A VALUE MANAGER’S PERSPECTIVE

Paul Heathwood, CFA, Director of Investor Relations, provides interesting insights on the topic of value versus growth

THE ‘DEATH OF VALUATION’
WATCH OUT WHEN VALUE RETURNS TO FAVOR!
THE LATE STAGE OF A MARKET CYCLE: BEEN THERE, DONE THAT?
BIG IPOS HAVE BEEN A BUST. THEY MIGHT BE IN YOUR INDEX FUND.
‘GOODWILL’ WRITE-OFFS ARE AN EARNINGS KILLER. HOW TO SPOT TROUBLE COMING.
https://www.heartlandadvisors.com/Products/Mutual-Funds/Heartland-Value-Fund/Heartland-Value-Fund-2Q21-Portfolio-Manager-Commentary
Grant’s Interest Rate Observer

August 6, 2021

By Evan Lorenz

Maintaining Focus: Value’s Strong Fundamentals
Deep Value Strategy 3Q 2021 Letter

Deep Value Strategy 3Q 2021 Letter
Miller Value Partners, LLC

Grant's Interest Rate Observer

Grant’s Financial Publishing Inc.

EQUITY DURATION

ClearBridge Investments by Sam Peters, CFA – Managing Director, Portfolio Manager

PRICE VERSUS VALUE

Daniel Lysik, CFA – Miller Value Partners

Georgetown McDonough STEP UP Seminar Series April 8, 2022

George Noble, CIO, Noble Capital Advisors

LOW VALUATION SECURITIES REMAIN ATTRACTIVE
IS COMMON SENSE RETURNING TO THE MARKETS?

Will Nasgovitz, CEO and Portfolio Manager, Heartland Advisors

IS COMMON SENSE RETURNING TO THE MARKETS?

Quarterly Review – December 2021

VOLATILITY AHEAD

Lighthouse Canton

VOLATILITY AHEAD

Saracen Fund Managers

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