Our Expertise
Portfolio Management
Diversified Investments: Building a balanced portfolio across various asset classes.
Active Management: Continuously adjusting the portfolio to align with market conditions.
Strategic Rebalancing: Periodically realigning asset weights to maintain target allocations.
Personalized Strategies: Tailoring portfolio strategies to individual client goals and risk tolerance.
Long-term Growth: Focusing on sustainable growth over time.
Asset Allocation
Risk-Reward Balance: Optimizing the mix of assets to achieve the desired risk-reward profile.
Dynamic Allocation: Adjusting asset allocations based on market trends and economic conditions.
Diversification: Spreading investments across multiple asset classes to reduce risk.
Strategic Allocation: Implementing long-term asset allocation plans to meet investment objectives.
Tactical Adjustments: Making short-term changes to capitalize on market opportunities.
Market Analysis
Trend Analysis: Identifying and interpreting market trends to inform investment decisions.
Economic Indicators: Monitoring key economic indicators that impact market performance.
Sector Analysis: Evaluating different market sectors for potential investment opportunities.
Long-term Outlook: Focusing on long-term market trends and fundamentals to guide investment decisions.
Fundamental Analysis: Assessing the intrinsic value of investments based on financial performance.
Risk Assessment
Risk Identification: Identifying potential risks associated with investments.
Risk Measurement: Quantifying the potential impact of identified risks.
Mitigation Strategies: Developing strategies to minimize or manage risks.
Stress Testing: Evaluating how different scenarios affect investment performance.
Ongoing Monitoring: Continuously monitoring risks to ensure they remain within acceptable levels.
Performance Monitoring
Performance Metrics: Tracking key performance indicators to measure investment success.
Benchmark Comparison: Comparing portfolio performance against relevant benchmarks.
Regular Reporting: Providing clients with regular updates on portfolio performance.
Trend Analysis: Analyzing performance trends to identify strengths and weaknesses.
Goal Tracking: Ensuring investment performance aligns with client goals.
Liquidity Management
Cash Flow Analysis: Monitoring and managing cash flows to ensure sufficient liquidity.
Short-term Investments: Utilizing short-term investment options to maintain liquidity.
Emergency Funds: Setting aside funds to cover unexpected expenses or opportunities.
Liquidity Ratios: Analyzing liquidity ratios to maintain a healthy balance between assets and liabilities.
Flexible Strategies: Developing flexible investment strategies that allow for quick adjustments.
Our Company
Kersey Capital is a closed, private LLC with full access to worldwide public markets.
Our portfolio has consistently delivered positive double-digit returns over the past 5 years, with a 5-year compound annual growth rate (CAGR) of 37.63% till December 2024.
Since 2011, our investment strategy has only closed with negative returns in two years, 2015 and 2022, with losses recovered the following year.
We have been able to significantly enhance our returns through the strategic use of low-interest loans (<4%) on high-yielding double-digit public securities. This approach has resulted in triple-digit internal rates of return (IRRs).
This has been possible only by an active risk and liquidity management strategy. We use leverage only during periods of significant market declines, with debt representing less than 20% of total assets and monthly loan payments of less than 10% of the monthly net income.
At Kersey Capital, our disciplined investment strategy has consistently delivered robust results, underscoring our commitment to excellence in financial management.
