At KDT, we believe in traditional “stock picking” combined with portfolio diversification. We typically invest across ten or more sectors, with a significant focus on IT and Media, which now make up over 30% of the U.S. market.

We apply the same diversification strategy to bonds, hedge funds, and private equity, ensuring no individual position exceeds 5% of the portfolio. Most bond purchases are in government or investment-grade securities, but we may also select higher-yielding equities or non-investment-grade BB bonds.

Our approach emphasizes identifying outstanding companies with strong management teams and a history of delivering value to shareholders—often businesses where founding shareholders or families retain significant control. Examples include Berkshire Hathaway, Oracle, Amazon, Roche, and others.

Our portfolios typically consist of companies with an average market capitalization over $25 billion, focusing on businesses with a long-term record of profitability and growth. While we favor U.S. companies, we adjust according to client needs. KDT prefers growth-oriented, dividend-paying companies that reinvest a significant portion of earnings.

Our long-term “buy and hold” strategy aims to retain successful investments over time, as research shows that a few top-performing stocks often drive portfolio returns. Many client portfolios include large holdings in companies like Apple, Amazon, Starbucks, Nike, and Microsoft.

We prioritize selecting individual securities over mutual funds but may include funds in specific circumstances. Hedge fund and private equity investments are carefully chosen based on management quality and historical performance, in line with client risk tolerance.

At KDT, our client relationships are personal and tailored to individual needs. We recommend reviewing investment portfolios quarterly or semi-annually, with adjustments made as needed. We typically conduct reviews via video or phone calls, but we aim for annual in-person meetings.

During the initial phase of a mandate, portfolios are reviewed more frequently to ensure a strong foundation. Portfolio turnover may be high initially but stabilizes to 10%-20% annually depending on market conditions.

Our goal is to build resilient portfolios and foster long-term relationships with our clients and their families, ensuring success for generations to come.