Overview

Kalo Capital is a fundamental long/short equity fund, targeting alpha-driven returns with controlled downside risk.  Kalo was originally founded in 2011 to manage family assets and has since opened to outside investors. The equity long/short strategy is focused on small/micro market cap companies overlooked by the broader market, with fundamentally driven growth opportunities.  Combined with valuation and catalyst timing criteria, this focus generates positions we believe will rise even in poor markets or a weak macro economy.  Our process is a key differentiator - it enables us to consistently find these new ideas, which are not obvious to find nor easily replicable, and leverages off years of past manual analysis.  We aim for positive absolute returns in any year as well as to outperform and have lower volatility than the Russell 2000 and S&P 500 over multiple years.
 
The portfolio typically runs 20-60% net long with a mix of fundamental-based investments and shorter-term trading opportunities.  Our internally driven research and focus on small/micro market cap companies intends to exploit market inefficiencies and investor psychology.  The strategy primarily focuses investments on US listed emerging growth companies characterized by large open-ended growth opportunities, disruptive technologies, disruptive business models, or changing industry dynamics.  These investments may occur in any sector but are commonly in the following sectors: enterprise tech, internet, industrial/green tech, consumer. 


For more information, please click the CONTACT US link above or call/e-mail us.