Our Membership
Our products are for investors seeking data-driven conclusions based on the belief that history rhymes. We believe our team brings unusual statistical depth to bear when identifying these pricing errors and communicates them in a professional, simple and compelling manner. We do not make forecasts that are susceptible to typical human emotions of fear and greed.
Instead, we prefer to source, organize and deliver data-driven conclusions. We promise we’ll never tell you “what the next Amazon” will be. Just the truth as history tells it.
Ranking Tools and Buy & Sell Lists
Hand-cleansed, atypical data with fundamentally-based algorithms that rank stock universes. They move slowly to allow you time to take action on your research.
The best part? Our process is systemic and repeatable. Use our data to customize the research that is important to you.
Our Process
Unlike traditional quantitative models which often begin and end in either value or momentum, the Kailash process works backward, assessing quality across dozens of metrics and then favoring shares whose quality may be mispriced. We believe this approach closely mirrors the process pursued by most fundamental investors who seek to arbitrage their incremental units of knowledge from their detailed study of fundamentals against the publicly recognized valuation and price.
The process involves numerous orthogonal factors divided into five common-sense categories: Balance sheet quality, earnings quality, valuation quality, analyst quality, and market quality.
*Important note: Users should be mindful that much of the process’s strength stems from the dynamic interaction of the fundamental variables
Frequently Asked Questions
What is the main difference between the subscriptions? ?
We offer 3 membership levels to meet the unique needs of our subscribers. We recommend our Basic and Premium membership for Private Wealth Managers and Individuals. Our Enterprise Membership is recommended for Portfolio and Asset Managers. Click here for a breakdown of the different membership offerings: *Link to Subscriptions*
What makes your research unique?
We specialize in analyzing historical data to drive our empirical research. Our goal is to identify stocks we believe offer better returns and lower risk over the long run. Our close-knit team hails from academia and some of the world’s largest and most respected investment firms. We’ve worked together for more than a decade and built a culture that centers on hard work, collegiality, humility and, above all, a commitment to doing the right thing by investors.
Our process is powered by hand-cleaned data from our proprietary universe. It is systematic, repeatable, fundamental in nature, and slow-moving to allow you time to maximize your research in a thoughtful and actionable way. We believe that our unique approach to investing allows you to supplement your research efforts for you and your clients.
Do you have a money-back guarantee?
We strive to provide only quality research and tools and to meet the growing needs of our subscribers. If you’ve decided the Kailash Concepts, LLC membership isn’t for you, just let us know within 30 days of your purchase and we’ll refund you the order cost. You can contact us by visiting: https://kailashconcepts.com/contact-us/
What are my payment options?
We offer a variety of payment options to meet your individual needs. We offer monthly and annual payment plans. We accept soft dollar payments, credit cards, and debit cards. If you require a an invoice, please reach out to our customer support team at [email protected] and they will assist you.
What should I expect with my 30-day $1 Enterprise trial?
You’ll receive full access to all of our enterprise offerings including the ranking tools. Ranking Tools and High Conviction Lists are updated at the beginning of each month and sent out EVERY SUNDAY. White Papers and Quick Takes are published monthly. Charts for the Curious are published 2 x per month.
How do I make changes to / cancel my subscription??
You can make changes to/cancel your subscription by logging into https://kailashconcepts.com/my-account/ or reach out to our customer support team at [email protected].
Do you have international services?
We do not currently offer international services.
Why the name Kailash?
One of the most venerated and least visited sites, Mount Kailash is a critical source of water and considered sacred by numerous religions who associate the 22,000-foot peak with enlightenment. Mount Kailash has never been summitted. At Kailash, we strive for enlightenment and the pursuit of knowledge.
Kailash Ranking Tools Preview
Systematic. Repeatable. Dynamic.
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With our unique ranking tools and repeatable process, we’ll help you find clarity and maximize your research efforts from beginning to end.
Ranking Model: Modules, Weight Ranges & Factor Basics
*Module weights differ by universe/model*
Want to learn more about our Large Cap Ranking Tool? Check out our White Paper: Click Here
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