A Unique Process for a Distinctive Portfolio - Built to OutperformKalo offers clients an actively managed long-only stock portfolio designed for opportunistic equity exposure, aiming to enhance your investment strategy. Steven brings 25 years of professional investing experience and invests alongside clients, ensuring full alignment of interests. We believe that applying a dedicated long-only approach to our micro/small cap investment focus can generate exceptional returns.
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High Upside PotentialOur edge lies in identifying overlooked opportunities with significant upside, leveraging a 2-5 year investment horizon to maximize value creation.
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Unique PortfolioFocus on stocks that exhibit Growth and Value with upcoming catalysts that are overlooked or contrarian to general market views. The portfolio rarely overlaps with commonly discussed stocks.
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Micro/SmallCap FocusWe primarily focus on micro and small cap stocks often overlooked by professional investors, uncovering inefficiencies that create outsized return potential.
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Repeatable ProcessProven, repeatable idea generation process exploits market inefficiencies and investor psychology. My Identify, Analyze, Act process is executed entirely in-house to self-source unique ideas.
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Simple, Flexible, Transparent Relationship
Full TransparencyYour portfolio is managed as a Separately Managed Account – staying in your name for full transparency and control. Use taxable or IRA funds. Exit at any time.
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Equal TreatmentYour portfolio follows the same investment strategy as all clients - including Steven’s own portfolio - ensuring true alignment of interests.
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Simple Fee StructureSimple 2.7% management fee or Qualified Clients can choose a 1.5% management fee plus a 15% performance fee on returns exceeding the Russell 2000 benchmark.
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