KP7 manages a portfolio of publicly-traded equities that is unique, differentiated, and built for performance.
“I founded KP7 on the principle that public equities are subject to pricing inefficiencies. We designed KP7’s investment discipline to specifically exploit those inefficiencies”
Kent Whitaker; Founder & Chief Investment Officer, KP7 Investors
The KP7 Value Proposition
Our firm has two foundational goals:
Beat the S&P 500 over rolling 3-year periods.
Generate absolute returns of 15-20% over multiple stock market cycles.
Our Challenge…
Most active investment managers don’t beat the broad market indices after fees and expenses. What makes KP7 different?
We conduct independent investment research
Independent investment research is the cornerstone of our firm.
Extraordinary investments begin as differentiated ideas that run counter to market consensus.
Differentiated investment ideas require independent and differentiated investment research. There is no other way to do it.
This is fundamental to our firm. Few investors have built generational wealth in any other way.
2. We construct a sensible portfolio with the right mix of concentration and true diversification.
Our portfolio consists of 20 to 30 publicly-traded equities clustered around a handful of global investment themes.
Our portfolio is concentrated so that each of our high-conviction ideas can have a meaningful effect on portfolio returns.
Our investment themes are diversified, which helps temper the volatility inherent in publicly-traded equities.
KP7 has just one portfolio. It consists of only our very best investment ideas.
The principal’s capital and all client funds are invested in the exact same portfolio, creating a level of alignment with our investors that is rare among today’s asset managers.
3. We forge uncommon bonds with a select group of like-minded clients.
KP7 is dedicated to doing a few things exceedingly well. We take pride in the quality and independence of our investment research.
We are not everything to everybody, but we are extraordinary and consequential for those who work with us. We make a difference.
We have a small group of dedicated clients; we do all we can to keep them for life.
The KP7 Advantage
How We Win
KP7 has an opportunity set orders of magnitude larger than most other asset managers.
KP7’s broad investment mandate and limited capital base create an enormous opportunity set.
A large opportunity set means more opportunities.
KP7 commits to our investors to keep our asset base small and investment mandate broad in order to maintain this critical advantage.
The KP7 Investment Mandate
KP7 invests in publicly-traded equities of all market capitalizations, all geographies, and all industries. We believe this mandate results in more than 14,000 potential investment opportunities.
2. KP7 has a body of knowledge in selecting stocks that it has honed and refined over decades.
KP7 uses that body of knowledge to:
Focus its resources on the very best opportunities within its enormous opportunity set.
Select individual publicly-traded equities for inclusion in its portfolio.
KP7 is a small organization with an enormous opportunity set.
Our task is simple
Use our body of knowledge to find the most attractive investment opportunities within our enormous opportunity set.
Keep growing and refining our body of knowledge.
At KP7, we have organized our lives in order to relentlessly pursue these two activities with few distractions.
“Never vary a hair’s breadth from the truth nor from the path of strictest honesty and honor, with the perfect confidence in the wisdom that doing right is the surest means of achieving success”
Edward Tuck, 1904
The KP7 pledge
We place the interests of our clients first in everything we do. Always.
We perform original and independent investment research.
We do it in a way that leads to outperformance.
We invest alongside our clients.