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). 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). 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.