At KDM Capital, we invest in long-term themes that are built to last - not headlines that fade by next quarter.
We believe real financial growth comes from aligning with powerful shifts in the world - technologies, industries, and behaviors that are still in the early stages of multi-year or even multi-decade evolution. Think:
Artificial intelligence and enterprise automation
The emergence of humanoid robotics
Next-generation chip innovation and infrastructure
The evolving needs of an agentic economy
These are not flash-in-the-pan plays. They are deep, structural opportunities that, when approached with discipline, offer exceptional potential for patient investors.
As your investment advisor and fiduciary, our job is to filter the noise, identify what truly matters, and help you build a portfolio that stands the test of time—not just the next market cycle.
Investment Philosophy
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True outperformance doesn’t happen overnight. We believe time in the market is more powerful than timing the market.
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Once a strong investment is made, the real advantage lies in holding. We don’t chase momentum - we stay focused on long-term conviction.
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Markets are full of distractions. We see past the headlines and stay rooted in fundamentals, not fads.
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Every position has a purpose. We run concentrated portfolios designed to maximize return potential while minimizing unnecessary trading.
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The power of compounding only works if you let it. We minimize disruptions that eat into returns, like overtrading and excessive fees.
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We reject complexity for its own sake. Our strategies are intentionally straightforward, built to endure and drive long-term growth.