Equity Management

KIM excels at both domestic and international equity management. Our methodology emphasizes:

Multi-asset/multi manager diversification: Reduces risk by minimizing the impact of any single investment style or asset class.

Closed-end funds: Exploits market inefficiencies to increase portfolio performance. Closed-end funds have a fixed number of shares, which typically trade at discounts to their net asset value—like buying a dollar for 75 cents.

Exchange-traded funds: If the discounts on closed-end funds are narrow to net asset value, KIM may use exchange-traded funds as a temporary alternative. This helps keep portfolios safe through diversification into large-cap, mid-cap and small-cap stocks, use of growth and value styles, and domestic and international exposure.

Multi-manager decision making: Reduces risk through diversification.

Price-efficient trading: Optimizes timing of asset purchases and sales.

For of an overview of equity management styles, see the following:
Beware the Big Bet: A primer on equity management styles

KIM’s goal is to achieve investment results in the top quartile of professionally managed monies over three-to-five-year periods, based on each client’s risk and return objectives. We achieve this through:

Extensive diversification: KIM employs a broad range of asset classes and management styles to maximize portfolio performance.

Risk control: High average credit quality and broad diversification enable KIM to control overall client risk.

Exploitation of market inefficiencies: KIM constantly monitors markets to uncover securities that offer uncommon value.