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KYUR® applies the same philosophy, approach, and strategy to serve investors who might just begin to invest, as well as long-established institutions that students depend on for scholarships, retirees for pension, or HNW families seeking to grow their wealth for future generations.
Driven by our PMO (Post Mean-Variance Optimization) discipline and quantitative algorithms, KYUR® selects investments and constructs portfolio solutions that are customized to suit investor personal situations and risk- tolerances –to help achieve their long-term goals.
KYUR® quantitatively measures your risk tolerances by the amounts and probabilities of capital losses to your investments that you are willing to tolerate, as well as your personal circumstances— not volatility as used in Modern Portfolio Theory (“MPT”), or characterizations like “conservative” or “aggressive” as in traditional ad hoc approaches.
PMO encapsulates better understandings of risk attitudes from the works led by Nobel Laureate (2002) Daniel Kahneman of Princeton University on real-world rational behavior, and important innovations in risk measurement mathematics advanced in the last two decades.
Alpha Growth KYUR’s flagship equity strategy. It seeks optimal long-term capital appreciation from alpha, and with reduced correlation (R-squared) to the stock market. By employing a fundamental bottom-up quantitative discipline.
Total Wealth is an equity multi-strategy, combining long-only, long/short, and alternative strategies. It seeks to deliver consistent long-term capital growth with modest correlation to the market.
Pure Alpha is a long/short equity strategy. It seeks positive returns in both market ups and downs, with minimal correlation to the equity market. By buying those stocks that possess attractive growth prospects.
In a survey, 59% of the very wealthy (“UHNW”) say their biggest anxiety is running out of money. This worry runs across the young and the older. Among the UHNW under 40 years old, 44% say their top concern is running out of money; 65% of those between 40 and 59 say so.
Consistent return is critical in wealth accumulation as well as in investment and retirement planning. It is not so much the big short-term gains, but the compounding effects of steady returns that determine final wealth.
“HAVING long fretted over the state of our retirement system, I was delighted that the Department of Labor is vigorously defending its new rule requiring brokers to recommend only investments that are in the best interests of holders of retirement accounts.” Steve Rattner.
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KYUR, Inc
620 Newport Center Drive, Newport Beach, CA 92660
Performance Disclosures
KYUR Inc. (“Company”) is a Registered Investment Adviser. Information with regard to investment performance presented herein is generated from the Company’s proprietary quantitative algorithms, and mathematical formulae developed by the Company. Both are aimed at capturing the factors and the return generating processes that cause stock prices to rise or fall over time, and thereby the model returns of the selected stocks’ and the portfolios constituted thereof. It is intended for information purposes only, and should not be interpreted as actual results. Investments involve risks which may not be foreseen or foreseeable. Model performance is NOT an indicator of future actual results. There are limitations inherent in model results particularly that the performance results do not represent the results of actual trading using client assets, but were achieved by means of application of models that were designed based on a set of theories, empirical data, and assumptions about how stock prices change. The results reflect performance of strategies not historically offered to investors and do NOT represent returns that any investor actually achieved. Specifically, model results do not reflect actual trading, or the effect of factors not incorporated in the model assumptions, such as geopolitical upheavals, natural disasters, or changes in government policies and regulations. Since trades have not actually been executed, results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity, and may not reflect the impact that certain economic or market factors may have had on the decision-making process. Actual results may differ significantly from model performance.