KCM understands that investing in fund format may not always be appropriate for institutional investors. We are flexible in our approach and are pleased to offer fully bespoke investment management services via Separately Managed Account. Our mutual fund is also available in this format.

Our stock and ETF SMA solutions exploit different factors across the market cap spectrum, including Momentum, Value, Dividends, Quality, Best Bonds, Cash Cows, Small Caps, ADRs, Spinoffs, Buybacks, Market Timing and more.

Each of these strategies are designed, researched and tested in-house before going live. We are not data miners. Each model begins with a hypothesis, and that hypothesis is tested over varying market scenarios.

Please contact ir@kernscapital.com for further details or to discuss potential options