Steven Friedman's Contact Details

Steven Friedman's Company Details

Kalo Capital Management

San Diego, California, United States • 2 Employees
Investment Management

Kalo manages investor capital via a hedged long/short equity fund or separately managed accounts, geared for strong risk-adjusted alpha-driven returns with controlled downside risk. We focus on out-of-favor and overlooked companies for long positions, and over-hyped or deteriorating companies for short positions. A significant portion of the fund is Partner capital, aligning management and investor interests. We offer flexible investment terms with no lockup, monthly withdrawals, and low minimums.We utilize proprietary systematic approaches to generate new ideas and independently analyze opportunities. We allocate approximately 60% of our capital to longer term investments and 40% to short term trade opportunities. For the longer term investments we focus on business fundamentals, upcoming catalysts, and valuation based risk/reward. Shorter term trades are quickly executed in reaction to events where we see a high probability for returns over the coming one to twelve weeks. Being small and nimble enhances our ability to take advantage of these opportunities.Our idea generation process revolves around internally finding stocks with upcoming fundamental catalysts that are not recognized in stock valuation. We internally research and analyze stocks based on fundamental valuation while considering market expectations and investor psychology. This drives sensitivity based price targets which frame our risk/reward expectations for each individual stock.