Kailash Concepts – Behavioral Finance, Portfolio Strategy & Quantamental Tool Kits2023-03-20T21:14:45+00:00
 Quantamental Investing

Behavioral Finance, Portfolio Strategy & Quantamental Tool Kits

“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.”

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“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.”

Click Here to Read the Full Barron’s Article…

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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.

Research Offerings

Our services bring insightful quantamental themes and premium 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 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

We are grateful for our valued partners

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