“Kailash Concepts Research, or KCR, provides “quantamental” tool kits to its institutional-investor clients. KCR uses both quantitative and fundamental characteristics to rank stocks. It also puts the tools into practice, using data sets to manage money, including the Knights of Columbus Long/Short Equity Fund (KCEIX). That fund is up 11% year to date, compared with a 12% drop in the S&P 500.”
“Kailash Concepts Research, or KCR, provides “quantamental” tool kits to its institutional-investor clients. KCR uses both quantitative and fundamental characteristics to rank stocks. It also puts the tools into practice, using data sets to manage money, including the Knights of Columbus Long/Short Equity Fund (KCEIX). That fund is up 11% year to date, compared with a 12% drop in the S&P 500.”
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.
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
The Role of Critical Minerals in Clean Energy Transitions
The Cash Crucible & the Acceleration of Financial Repression - “Cash is a Legitimate Asset Class for the First Time in Decades, Investors are piling into products that shield them from losses in a rising rate environment.” So said a recent article in Bloomberg. Any headline-hailing investors “piling” into anything should trigger instant paranoia.
Small Cap Investing Strategies, Large Caps & Active Management
Welcome everyone, my name is Matt Malgari. Today’s presentation is going to be an update on the bull case for high..
Inflation is Taxation without Legislation or Representation
The Cash Crucible & the Acceleration of Financial Repression - “Cash is a Legitimate Asset Class for the First Time in Decades, Investors are piling into products that shield them from losses in a rising rate environment.” So said a recent article in Bloomberg. Any headline-hailing investors “piling” into anything should trigger instant paranoia.
Safe Dividend Stocks: A Staples Update & A Brand New Bag
KCR’s systematic, evidence-based analytical and investment process is driven by the historical record. Our financial faith resides in what the data shows. Human beings have made the same mistakes in slightly different forms again and again for centuries. Stick to a low-cost, tax efficient process and winning is inevitable.
Public Citations
We are grateful for our valued partners
