Kalo Capital Management manages investment portfolios for individuals, high net worth individuals, small businesses, and institutions. Kalo Capital Management specializes in an emerging growth equity strategy, focusing on North American companies with disruptive technologies or business models, and utilizes fundamental analysis alongside opportunistic short-term trading. Portfolios are managed on a discretionary basis, allowing Kalo Capital Management to make trades without prior approval for each individual transaction, tailored to each client's risk tolerance and constraints. In addition to a standard annual management fee, Kalo Capital Management may charge a performance fee for qualified investors based on returns exceeding a stock market benchmark.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fee is 1.5% annually. Qualified investors may also be subject to a 15% performance fee based on outperformance relative to the iShares Russell 2000 ETF benchmark, subject to a high-water mark. Fees are negotiable.