Kendall Investments is an investment management firm that provides customized investment solutions for high net worth individuals and institutional clients. With over 25 years of experience, Kendall Investments has developed expertise in multiple asset classes including equities, fixed income, real estate, private equity and hedge funds. Kendall Investments takes a goals-based approach in constructing client portfolios, closely aligning investments to each client’s specific objectives. The firm utilizes advanced analytical techniques and models to design optimized portfolios. In addition, Kendall Investments stresses rigorous due diligence and risk management. The company’s investment professionals have extensive experience across a diverse range of industries and asset classes. This article provides an overview of Kendall Investments’ business, investment philosophy and strategies.
Kendall Investments Adheres to a Disciplined Investment Process
Kendall Investments adheres to a disciplined investment process based on rigorous fundamental analysis. For equities, the firm’s analysts conduct in-depth research into each company’s financials, business model, industry dynamics and management team. Qualitative factors such as competitive advantages, growth potential and valuation are also examined carefully. Kendall Investments utilizes a blend of top-down macro analysis and bottom-up stock picking. Portfolio construction follows an optimization approach to balance risk versus return. Positions are constantly monitored and adjusted when appropriate. Kendall Investments takes a similar diligent approach towards researching and selecting investments across other asset classes such as fixed income and alternatives.
Kendall Investments Emphasizes Portfolio Customization and Risk Management
A key tenet of Kendall Investments’ philosophy is customizing each client’s portfolio to their unique objectives and risk tolerance. The firm works closely with clients to establish their goals, time horizon and preferences. Kendall then constructs a bespoke portfolio strategy aligned to each client’s needs. Their open architecture platform provides access to a wide array of investments across diverse asset classes, sectors and geographies. Portfolios can range from aggressive growth-oriented to conservative income-generating strategies. Kendall Investments also stresses ongoing portfolio monitoring and risk management. Holdings are continually reviewed and rebalanced as needed to maintain optimal allocation. Kendall’s risk management team utilizes sophisticated analytics to model portfolio risks and minimize downside.
Kendall Investments Takes a Long-term Partnership Approach
Unlike some firms that cater to short-term traders, Kendall Investments focuses on long-term investments based on fundamental value. Their analysts are trained to spot secular trends and emerging opportunities. Kendall Investments works closely with clients to understand their objectives and maintain clear communication. They provide customized reporting that illustrates portfolio positioning and performance. Kendall Investments aims to build lifelong partnerships based on trust and transparency. The firm is independently owned and managed, avoiding conflicts of interest that affect some larger institutions. Kendall Investments charges reasonable fees intended to align interests over the long-term investment horizon.
Kendall Investments’ Culture Promotes Excellence
Kendall Investments maintains a collaborative company culture that promotes excellence. The firm recruits top talent and provides ongoing professional development. Kendall Investments is routinely recognized for its workplace environment, receiving awards for being a top small company to work for. The firm’s investment team has received numerous accolades from industry publications for performance and client service. Kendall Investments gives back to the community through corporate philanthropy and employee volunteer programs. The company aims to build an enduring firm that creates value for clients, employees and society.
In summary, Kendall Investments is an investment management firm with deep expertise across multiple asset classes. Their disciplined investment process emphasizes customized portfolios, rigorous risk management and clear communication. Kendall Investments focuses on long-term client partnerships based on fundamental value investing principles.