Strength is Risk

KLD Capital seeks to provide superior risk-adjusted returns regardless of market environment through its original IDExtreme Approach.  Instead of taking the road less traveled, KLD Capital has created an entirely new road.  We are the only ones doing what we do, and this means we are the sole source of potential alpha from this approach.  For you, this means Truly Different Analysis for True Strategy Diversification.

Our original approach, created from outside the traditional bounds and biases of Wall Street and academia, provides an attractive, portfolio-diversifying alternative for individual and institutional investors seeking an objective, consistently repeatable methodology to achieve steady absolute returns.  The following diagram provides context and the subsequent documents provide detail.  To find out how this can help you, please see the “Managed Assets” page.  Should you have any questions or comments, please contact us at the e-mail address presented on that page.

Who is KLD?

Registered Investment Advisor/Money Manager: KLD Capital Overview
Creator of the unique, alpha-creating IDExtreme Approach to the U.S. stock market.

What does KLD do and how, and how do I benefit?

Bottom Line (diversification, capital preservation and growth through unique Approach): KLD Capital IDExtreme Approach New Alpha Source
Translates “Strength is Risk” into alpha for you by measuring market strength – thus market risk – stock by stock and sector by sector.  Brief, to-the-point description of the method, process, and benefits.

Detail (a tactical allocation strategy) : KLD Capital Long Short Multi-Index Strategy
Seeks superior risk-adjusted returns through all market environments by allocating long and short capital to five major U.S. market indexes based on the IDExtreme Approach.

How is KLD really different?

Different emphasis (quality not quantity): KLD Capital QUIZ What Matters More in Determining REIT Returns
Shows how our market- and sector-based perspective can create alpha for you by focusing on the most important information.

Different thought process (stocks are strong or weak, not value or growth): KLD Capital Difference
Our thought process is not like all the others.  This briefly describes what sets KLD Capital apart, setting the stage for creating alpha.

Different Approach and tools (use individual stock price action to identify market risk extremes and take the right actions at the right times):
KLD Capital IDExtreme Approach Deeper Look
A more detailed background of this unique analytical process to protect and grow client capital, with a focus on Inside-Out Risk Analysis and the KLD Sector Risk Gauge.  Includes answers to Frequently Asked Questions.

KLD Capital IDExtreme Approach Practical Applications
A look at Market Phase Analysis and the KLD Sector Risk Gauge and their benefits.

KLD Capital Sector Risk Gauge Deeper Look
With this proprietary database, we quantify market risk based on daily price action for thousands of individual stocks.

KLD Capital Sector Risk Gauge Day-by-Day Q109 (large file, longer download time)
What did the Gauge reveal as the market bottomed in the first quarter 2009?   Take a day-by-day look, plotted against the S&P 500.
IMPORTANT INSTRUCTIONS: when document opens,
1)  please press Ctrl+0 [zero] to set to “Fit Page” view and then
2) use “Page Down” or the right arrow button to scroll through the document page by page.

What else should I know about KLD?

Sub-advisory: KLD Capital Sub-Advisory Services
KLD is available for sub-advisory services, with our offerings and your benefits described within.