KIELSTRAND CAPITAL MANAGES ASSETS THROUGH A LONG-TERM, TOTAL RETURN APPROACH THAT EMPHASIZES:
Broad, global diversification across standard and alternative investment classes
Tactical asset allocation designed to increase returns and dampen volatility
Cost minimization to minimize performance drag
WITHIN THE BROADER PORTFOLIO, KIELSTRAND SPECIFICALLY INVESTS ITS OWN FUNDS IN TARGETED OPPORTUNITIES THAT TAKE ADVANTAGE OF ITS STRATEGIC AND FINANCIAL INSIGHTS IN COMBINATION WITH ITS LONG, MULTI-YEAR TIME HORIZON. THESE OPPORTUNITIES BROADLY FALL INTO TWO TYPES:
Early to middle stage “new growth” situations where KielStrand’s patient capital, often along with its advice, can help position a company for significant appreciation over the coming years.
Value-oriented opportunities where KielStrand’s investment together with its insight can assist in returning a company to prosperity, generating substantial returns over the long-run.
KIELSTRAND WILL CONSIDER OPPORTUNITIES IN BOTH PUBLIC AND PRIVATE COMPANIES. KIELSTRAND HAS THE FLEXIBILITY TO INVEST ANYWHERE WITHIN THE CAPITAL STRUCTURE, THOUGH MOST OF ITS INVESTMENTS ARE IN SOME FORM OF EQUITY. IN CONJUNCTION WITH ITS INVESTMENTS, KIELSTRAND WILL OFTEN PROVIDE STRATEGIC AND FINANCIAL ADVICE, EITHER INFORMALLY OR FORMALLY, INCLUDING POTENTIALLY THROUGH AN ADVISORY ARRANGEMENT OR BOARD PARTICIPATION.
SINCE 2016, KIELSTRAND HAS MADE:
Private investments in:
16 "new-growth" companies in aerospace equipment, agricultural biotech, business services, consumer electronics, energy, financial software/services, healthcare, food, materials technology, specialty finance and transportation equipment.
4 "value-oriented" companies in health care facilities and residential real estate.
Publicly-traded investments in:
7 "value-oriented" companies in banking, business services, specialty finance, technology and transportation equipment.