Investment Strategies For Individuals

Investment Strategies For Individuals

For high net worth clients, we offer both taxable and tax-exempt versions of our Core Equities Strategy. The Core Equities Strategy is available in a comingled partnership structure or in separately managed accounts (SMAs), which provide clients direct access to their accounts through TD Ameritrade.

For Individuals

Core Equities

The Core Equities Strategy is a concentrated equities portfolio, typically holding 20-25 intensely vetted large-and-mid-cap stocks. The Core Equities Strategy is designed to capture a “fair share” of upside in strong markets while providing investors peace of mind in weak markets by owning only high-quality companies with durable earnings. KDI takes a long-term view on all investments and seeks to own companies that can continue to grow earnings over a long time horizon and across market cycles. KDI seeks to identify attractive risk/reward situations, concentrating our clients’ capital in exceptional opportunities that provide safety through less operating risk and have the opportunity to exceed index returns over time.