Kailash Concepts – Behavioral Finance, Portfolio Strategy & Quantamental Tool Kits2022-09-14T06:08:09+00:00
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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.”

Click Here to Read the Full Barron’s Article…

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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 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

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.

A Tight Labor Market Returns the Upper Hand to American Workers

A Tight Labor Market Returns the Upper Hand to American Workers - The always wonderful John Authers put out a recent piece on inflation. Discussing comments out of the UK, he observed, “I cannot remember a central bank of a large, industrialized country being this negative about its own economy.”

Economic Cycles and Mean Reversion

In 1999, Warren Buffett gave a rare explanation of why he felt the stock market would generate poor returns for investors over the long haul. He used simple arithmetic to show that elevated valuations and profit margins made equities vulnerable. The piece was 9 pages, over 4,000 words long, and had a single exhibit.

Public Citations

We are grateful for our valued partners

Tesla and Microsoft Stock Are Why One Manager Predicts More Market Pain
Alphabet, Facebook, and 4 More Bargain Stocks to Buy Now
Grant's Interest Rate Observer

Grant’s Financial Publishing Inc.

Deep Value Strategy 3Q 2021 Letter

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

LOW VALUATION SECURITIES REMAIN ATTRACTIVE
In Gold We Trust

In Gold We Trust report 2022

SGIG Q4 2021 QUARTERLY REVIEW

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.
Heartland Value Fund 2Q21 Portfolio Manager Commentary
Grant’s Interest Rate Observer

August 6, 2021

By Evan Lorenz

Maintaining Focus: Value’s Strong Fundamentals
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

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

SGIG Q4 2021 QUARTERLY REVIEW

Saracen Fund Managers

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