Your Outsourced Experts at Quantamental Investing Strategies and Tools

The KCR team has been working together since 2010 and has over 55 combined years of real money management experience using a quantamental approach to investing. KCR believes quantitative analysis is integral to the fundamental research process, and we know of no other method to successfully create systematic alpha. Steeped in behavioral finance, KCR seeks to exploit pricing errors that arise from herding, confirmation bias, and self-attribution bias among others. KCR’s models were built using hand-cleaned data.

KCR’s stock ranking models are used by some of the top institutional investors and asset allocation firms in the world.

With a combined 55+ years of experience in the industry, as you can imagine KCR has worked with professionals across multiple industries with the aid to help them excel in their respective businesses. To check out what some of the best and brightest have had to say, please visit our Public Citations.

KCR’s Ranking Process:

• Verify and validate the underlying data
• Assess and compare each stock
• Use factors known for that stock
• Use sophisticated algorithms to compare the qualities of a company across multiple dimensions against the rest of the companies in index
• Ultimately arrive at a relative ranking of aggregate attractiveness for each stock in the index

Ranking Model: Modules, Weight Ranges & Factor Basics

KCR is committed to helping people interested in compounding capital using the most time-tested method they are aware of. While it will underperform indexes intermittently, they believe that systematically investing in solid companies helmed by honest management teams at reasonable prices allows investors to compound capital faster and with lower risk of permanent capital impairments.

KCR also provides shortlists that seek out poorly ranked firms, consuming cash, high street expectations, poor capital allocation policies, and a recent tendency to disappoint street expectations which point to impending fallout.

KCR’s Research Offerings Bring the Best-of-Breed Quantamental Tools to Your Desktop

Since 2012, KCR’s published research has used our quantamental approach to successfully identify and exploit bubbles in everything from dividend stocks to pockets of speculative excess akin to that seen in 1999. Similarly, our work has identified areas where undue pessimism has gripped the market and allowed us to buy blue-chip companies trading at significant discounts to intrinsic value. Our monthly investment newsletters are wide-ranging and provide research to spark insightful dialogue as well as commentary from our research team.