The investment decision process at KIG® is team-driven. By combining varied and specialized experience, knowledge gained from advanced education and an array of professional designations, and an analytical process with independence at its core, we are able to offer a number of interrelated services to fully serve your investment needs.
The team's collective understanding of financial statement analysis and appreciation of business operations provides a unique perspective to security analysis. Portfolio managers utilize a cohesive team approach that emphasizes reasoned and rational analysis. These managers pool their combined expertise to thoroughly analyze every opportunity from different points of view with the intent of taking emotion out of the equation. As a KIG client, you will have access to members of this team, and they will make sure you know exactly what securities you own, as well as why they were acquired for you.
Our portfolio management philosophy focuses on how our general principles meet our client's personal needs and circumstances. Our relationship with you rests on personalized attention and performance over time. Our process and decision making criteria are tailored to meet your needs.
We are dedicated to achieving success on your behalf. We believe our competitive advantage in the management of equity securities results from disciplined application of our equity selection philosophy which is based on adopting a business owner mentality while adhering to the “margin of safety” principle. We believe these concepts, which were pioneered by Benjamin Graham and Warren Buffett, are key to maximizing long-term net worth and, more importantly, protecting capital from permanent loss. This methodology is applied consistently regardless of short-term market events.
While success in equity investing may be measured by our ability to generate long-term net worth, we believe that success in fixed income investing may be measured by how well we preserve each client's net worth.
We believe our competitive advantage in the management of fixed income portfolios is our diligent execution process, which enables us to capture excess yield without accepting excess risk as we patiently extend bids to third party bond sellers and buyers on behalf of our clients. Also, we believe that our experience in fixed income investing combined with our understanding of nuances in specific bond issues puts us in a position to deliver better returns for our clients. We believe in a consistent dedication to success and incremental improvement in our investment philosophy and its execution. We have assembled a set of reinforcing activities that we believe gives us a competitive edge in making sound investment decisions for our clients.