Ed Klein

KR Capital Advisors a concentrated large-cap capitalization value investment approach that focuses on equity securities issued by US or foreign companies that are traded on US securities exchanges or in the US over-the-counter market. The firm employs bottom-up fundamental analysis to identify and invest in quality companies with the capability of earning above average returns on capital over the long-term. They look for companies that can provide for an attractive value investment opportunity at times when their prospects are obscured by macroeconomic factors, industry factors or company specific factors.

AGAM utilizes growth, core and specialty strategies. Their growth strategy is committed to long-term growth. They identify fundamentally strong and dynamic growth companies trading at a discount to their growth rates. The firm finds profitable investment opportunities and long-term returns by combining comprehensive, fundamental research, growth themes, risk controls and fundamental stock-picking. Portfolio construction consists of careful qualitative and quantitative analysis overseen by each strategy's lead portfolio manager. AGAM's core strategy asserts that small- and mid-cap markets are inefficient. They exploit this inefficiency with intense fundamental research and bottom-up stock-picking. The firm employs a relative value approach aimed to identify companies at the low end of their valuation range when compared to similar companies and the market overall. AGAM's objective is to achieve excess return of 3-5% over market cycles with less risk than the benchmark. They seek to deliver competitive returns in strong markets due to the undervalued earnings power of portfolio companies and superior performance in weak markets due to their quality and valuation discipline. AGAM has developed specialty strategies to extend our research edge beyond growth and core portfolios. Through these specialty strategies, they achieve specific and well-focused client goals. As with the growth and core strategies, the firm deploys intensive fundamental research, a disciplined investment process and a rigorous risk management oversight.

Provides investment advice

Functions as a College/University