KALO CAPITAL

Kalo Capital is a fundamental long/short equity fund, targeting alpha-driven returns with controlled downside risk. Kalo was originally founded in 2011 to manage family assets and has since opened to outside investors. The equity long/short strategy is focused on small/micro market cap companies overlooked by the broader market, with fundamentally driven growth opportunities. Combined with valuation and catalyst timing criteria, this focus generates positions we believe will rise even in poor markets or a weak macro economy. Our process is a key differentiator - it enables us to consistently find these new ideas, which are not obvious to find nor easily replicable, and leverages off years of past manual analysis. We aim for positive absolute returns in any year as well as to outperform and have lower volatility than the Russell 2000 and S&P 500 over multiple years.

Also known as: Kalo

Primary location: San Diego