“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
Market Neutral Strategy: Transcript & Video
At KCR, we believe in solving problems and one of the greatest issues we hear from subscribers is how to compound...
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.
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.
Public Citations
We are grateful for our valued partners
