Matthew Malgari

Matt is a co-founder of Kailash Capital. He is also a portfolio manager, the Managing Member, and co-founder of L2 Asset Management. Matt spent 14 years at Fidelity working as an Assistant Portfolio Manager on the Diversified International Fund, sector analyst, diversified analyst, and trader. In 2010 Matt became the Managing Director of Equity Research for Knight Capital Group. Matt received his MBA from Cornell University and BA from Middlebury College. Matt has 24 years of experience in the industry.

December 8, 2022

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10 Year Rolling Returns: A Warning?

December 3, 2021|

*The chart shows the rolling 10-year period returns since 1800 *Where available we show the Shiller PE peak and trough valuations *The chart shows a reasonably consistent pattern of 10-year runs followed by dismal decades...

Are Cleantech Stocks a Short?

November 12, 2021|

This week’s “Chart for the Curious” follows up on our CFTC from last week and our piece on Andrei Shleifer’s legendary book on Behavioral Finance. In those pieces, we discussed how investors piled into Gold after the GFC implosion, which ended up being precisely the wrong time to do so.

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