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Behavioral Finance, Portfolio Strategy & Quantamental Tool Kits

To empower investors with independent data-driven and historically informed analysis to provide valuable insight into their investment process.

What we can offer?

WHAT WE DO?

Your Commission Wallet is a Precious Resource

We strive to help our readers find stocks that we believe, based on historical empirical research, offer better returns and lower risk over the long run. We are not speculators. You won’t find us claiming that we can tell you what the “next Amazon” is going to be. We stick to the facts, use data and history to inform our views, and present the information in an impartial and honest manner.

Our objective is to maximize efficiency and minimize the time clients spend sifting through stocks that appear inexpensive, but are of low quality or represent overpriced growth. We believe that “fishing in the right pond” is the most effective way to optimize clients’ time, amplify their abilities as portfolio managers and increase their chances of finding stocks accretive to their shareholders’ returns.

Learn more about us

Mt. Kailash: Pronounced kaI•lash

One of the world’s most venerated and least visited sites, Mt. Kailash is a critical source of water and considered sacred by numerous religions who associate the 22,000-foot peak with enlightenment. Mt. Kailash has never been summited.

We at Kailash strive for enlightenment and pursuit of knowledge.

What We Offer?

Research Offerings

Our Tools Bring Focus & Speed to Your Research Process

White Papers Focused On:

  • White Papers with Investable Conclusions

  • Dynamic Ranking Tools: SP500, R1000 & R2500

  • Targeted High Conviction Buy & Sell Lists

  • Dedicated Tools for Short Sellers
  • Four Buy and Four Sell Single Company Insights

Dedicated Tool Kits:

  • Short Sellers

  • Management Integrity

  • Liquidity Cycles

  • Low Volatility Strategies

  • Dividend Investing

  • Large Cap Investing

  • Mid Cap Investing

  • Small Cap Investing

  • Single Company Tear Sheets

Learn about our reserach

Public Citations

Dive Deeper Into Our Client Work

Business Exit Strategy – Key Value Drivers

How much can you increase the value of your business with good preparation ahead of a sale? Actually, quite a bit, based on our experience. We have seen clients achieve value improvements of 50% or greater with the right preparation. It takes time and work, though, as well as a good understanding of...

Entrepreneurial Companies with Purpose

For entrepreneurs in a world emerging from Covid, having an authentic purpose is more important than ever. It attracts potential team members, inspires customers and is a point of difference for potential investors. The challenges of startup growth are significant, and the unifying power of a clear...

How Systemization Increases Your Company’s Value

One of the key challenges faced by entrepreneurial companies is achieving consistency across the business that is aligned with the companies, purpose, values and strategy. With all the competing needs in early-stage growth, ad-hoc systems and way of doing things tend to emerge, with most of the know...

Is it too early to do an acquisition?

Many SME business owners may think it is too early to make an acquisition to growth their company, and focus instead purely on organic growth. In the early years of a company, this is generally a wise decision, as a strong foundation needs to be laid before a good acquisition becomes a real possibil...

Our Recent White Papers

Dive Deeper Into Our Client Work

Business Exit Strategy – Key Value Drivers

How much can you increase the value of your business with good preparation ahead of a sale? Actually, quite a bit, based on our experience. We have seen clients achieve value improvements of 50% or greater with the right preparation. It takes time and work, though, as well as a good understanding of...

Entrepreneurial Companies with Purpose

For entrepreneurs in a world emerging from Covid, having an authentic purpose is more important than ever. It attracts potential team members, inspires customers and is a point of difference for potential investors. The challenges of startup growth are significant, and the unifying power of a clear...

How Systemization Increases Your Company’s Value

One of the key challenges faced by entrepreneurial companies is achieving consistency across the business that is aligned with the companies, purpose, values and strategy. With all the competing needs in early-stage growth, ad-hoc systems and way of doing things tend to emerge, with most of the know...

Is it too early to do an acquisition?

Many SME business owners may think it is too early to make an acquisition to growth their company, and focus instead purely on organic growth. In the early years of a company, this is generally a wise decision, as a strong foundation needs to be laid before a good acquisition becomes a real possibil...

What Our Clients Say

Some kind words from our respected clients

“Fantastic!”

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Jenny James

“Helpful!”

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Matthew Mint

“Experts!”

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Maria Marvel

Reach Out

We are grateful for your interest and look forward to better understanding your needs.

We’re Waiting To Help You

Get in touch with us today and let’s start transforming your business from the ground up.

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