A new and different IDEA in absolute return money management: all information is not created equal – speak the market’s language of strong vs. weak to take the right actions at the right times
Strength is Risk: market risk is higher when most stocks and sectors are strong and lower when most stocks and sectors are weak. Therefore, measure individual stock and sector strength to determine market risk, and adjust portfolio exposure accordingly. This is the basis for the KLD Capital Management IDExtreme Approach: Truly Different Analysis for True Strategy Diversification.
KLD Capital creates and deploys a consistent market edge by applying non-traditional perspective to proprietary information to create actionable risk context with the following unique, differentiating tools:
• Inside-Out Risk Analysis, which explicitly looks at risk from stock, sector, AND market levels;
• KLD Sector Risk Gauge, which catalogs 10+ years of price action for thousands of U.S. stocks; and
• KLD Market Phase Analysis, which puts current market price action into historical context.
With these, KLD Capital seeks to take the right actions at the right times to generate superior risk-adjusted returns with stand-alone strategies (e.g., Long/Short Multi-Index Strategy) that complement all other money management methods including buy-and-hold, value investing, and growth investing. For more information, please see the “Managed Assets” and “Downloads” pages.
