Why KDI?

Why do our clients choose us?

Below are some of the most frequently asked questions before choosing KDI.

Portfolio Concentration

Portfolio Concentration

KDI strongly believes that the size and concentration of our portfolios is at an optimal level to get the best risk/return results.

Track Record

Track Record

Our Concentrated Equities Strategy has a track record dating back to 1998, and our Value Preservation Strategy has a track record dating back to 2009.

Market Coverage

Market Coverage

150

We actively cover 125-150 companies across the seven largest market sectors.

Our unique approach to research coverage areas (by business model) allows us to be very focused and in depth in our research. We actively cover 125-150 companies across the seven largest market sectors. 

All-Cap Investment Style

All-Cap Investment Style

KDI strongly believes that our all-cap style provides our clients with an opportunity to invest in the best risk/reward investment options in the marketplace because we are not precluded from investing in a company solely based on size. 

Transparency

Transparency

KDI is 100 percent transparent with our clients on the investments we make for them, and we offer daily liquidity with no “black box investing.”

100%

We are always 100% transparent with our clients.

Minimums, Fees and Account Structures

Minimums, Fees and Account Structures

Our fees and minimums are very competitive relative to our peers and are very client-friendly. We offer separately managed accounts for our clients.