Kerns Capital Management Timeline

Founded by M. Lane Kerns to provide advisory services to corporate pension plans, including fiduciary oversight and investment management. This attention to prudence and our appreciation for the wealth devastation of bear markets has guided our evolution and development of products designed to help investors grow and protect their portfolios.

19

Kerns establishes four risk-based model portfolios (Aggressive, Moderate, Conservative and Stable) which offer a range of risk tolerance depending on the investor’s preferences

2001

Kerns launches the flagship mutual fund KCM Macro Trends Fund (KCMTX)

2008

Valarian™ strategies created to provide institutional investors and investment advisors with a range of equity and ETF-based alternative strategies

2015

Institutional share class for the KCM Macro Trends Fund (KCMIX) introduced

2017

Kerns launches the new hedge fund, KCM, LLC; KKCM Macro Trends Fund wins the Lipper Fund Award for Best Alternative Global Macro Fund over Five Years in 2018… and again in 2019

2018