Investment Strategies

The Concentrated Equities Strategy is a long-bias all-cap strategy, which invests in a limited number of intensely vetted, high-quality public companies (typically 15-25 stocks). The Concentrated Equities Strategy hedges market risk through its willingness to hold significant amounts of cash and by occasionally selling call options against its holdings to provide some downside protection in times when less risk is warranted. Utilizing the flexibly to be in cash and invest across all market caps, KDI seeks to identify attractive risk-reward situations, concentrating our clients’ capital in exceptional opportunities that provide a good margin of safety and the opportunity to exceed the returns of the index over time. There are taxable and tax-exempt versions of this strategy.

The Concentrated Equities Strategy is a long-bias all-cap strategy, which invests in a limited number of intensely vetted, high-quality public companies (typically 15-25 stocks). The Concentrated Equities Strategy hedges market risk through its willingness to hold significant amounts of cash and by occasionally selling call options against its holdings to provide some downside protection in times when less risk is warranted. Utilizing the flexibly to be in cash and invest across all market caps, KDI seeks to identify attractive risk-reward situations, concentrating our clients’ capital in exceptional opportunities that provide a good margin of safety and the opportunity to exceed the returns of the index over time. There are taxable and tax-exempt versions of this strategy.

The Concentrated Equities Strategy is a long-bias all-cap strategy, which invests in a limited number of intensely vetted, high-quality public companies (typically 15-25 stocks). The Concentrated Equities Strategy hedges market risk through its willingness to hold significant amounts of cash and by occasionally selling call options against its holdings to provide some downside protection in times when less risk is warranted. Utilizing the flexibly to be in cash and invest across all market caps, KDI seeks to identify attractive risk-reward situations, concentrating our clients’ capital in exceptional opportunities that provide a good margin of safety and the opportunity to exceed the returns of the index over time. There are taxable and tax-exempt versions of this strategy.