Philosophy

Our goal is to try and minimize downside risk and limit volatility while maximizing investor opportunities.

This has fostered a defined, proprietary approach to investing and stock selection for Kettle Hill that:

Due Diligence

Relies primarily on proprietary research.

Identifies Stocks

Attempts to identify stocks with potentially powerful, non-consensus catalysts including new product releases, changes in management, restructuring, mergers or acquisitions, IPOs, liquidity events, and other economic or industry dynamics.

Manage Positions

Manages the positions based on achievements, change in thesis, stop-loss triggers, net-exposure management, and potential short-term trading opportunities.

Evaluates Risk

Evaluates the risk-reward opportunity of portfolio ideas, targeting ideas where we believe the potential upside significantly exceeds the potential downside within the appropriate time horizons.

Initialize investment theses

Initializes investment theses with price targets determined by internal financial models.