Kailash Capital Research, LLC (KCR), which specializes in the field of Process Driven Investment Research, is proud to announce the release of its suite of Model Portfolios.

This new offering is the culmination of rigorous work by an expert team of quantitative and fundamental investors and is specifically crafted to align with the diverse financial needs of Financial Advisors, Equity Analysts and Portfolio Managers. The essence of the firm’s philosophy is embedded in these portfolios, which leverage an evidence-based strategy that uses empirical historical evidence to help identify exceptional investment opportunities.

KCR’s co-founders, Matt Malgari and Dr. Sanjeev Bhojraj, noted that the team’s overlapping skill-sets have eliminated the line between “fundamental” and “quantitative” investing. As Matt commented, “KCR’s Model Portfolios are constructed based on data-driven fundamental facts — not forecasts and feelings. We are in the ‘money ball’ business – not the ‘crystal ball’ business. This is how we avoid the behavioral errors that afflict investors and strive to deliver class-leading expertise at a class-leading price."

Highlights of the Model Portfolio Suite Include:

Diversity of Investment Strategies: The suite presents a spectrum of investment strategies, each selected for its potential to outperform a given benchmark ranging from Large Cap Core to specialty strategies seeking to find pricing inefficiencies in highly levered small-cap companies.

Strategic Optimization: Through the integration of state-of-the-art analytics and KCR’s twice-monthly commentaries, the firm works to help clients think about their own portfolios in historical context while also offering model portfolios that often have a decade or more of history.

Focus on Protecting & Growing Capital: The suite is designed to provide independent and unbiased data-driven evidence to support FAs, Analysts, and PMs in their investment process across a wide range of benchmarks and risk tolerances.

For in-depth information regarding the KCR Model Portfolios, please visit: https://kailashconcepts.com/model-portfolios/

About Kailash Capital Research, LLC (“KCR”):

KCR’s close-knit team hails from academia and some of the world’s largest and most-respected investment firms. We’ve worked together for more than a decade and built a culture that centers on hard work, collegiality, humility and, above all, a commitment to doing the right thing by investors.

jocelyn@kailashconcepts.com (843) 513-3531