Kehlet Capital Management, LLC is a Registered Investment Advisor serving the San Antonio community since 2016. We help individuals and families achieve their financial goals by simplifying the investment process and providing professionally managed stock portfolios.
What sets us apart?
As an active manager we address the needs of under-served investors such as individuals, families and high-net-worth clients. Today, most Investment Advisors are passive managers. That is, they do not attempt to beat the returns of the market but rather invest in a diversified basket of stocks and bonds in an effort to match the returns of the market. For many people, this can be an appropriate strategy to minimize fees and lower the risk of under-performance. But for those who want to pursue higher returns and are comfortable taking additional risk, active management can be a great option. Unfortunately, many active managers only cater to large institutions with millions or even billions of dollars - leaving smaller investors with limited options. That is where Kehlet Capital comes in.
We invest in a concentrated portfolio of 10 - 15 high quality, micro-cap stocks that we believe are capable of creating significant shareholder value over the long-term.
Why micro-cap stocks?
Micro-cap stocks are often ignored by large investors due to their lack of size and inability to make a meaningful impact on their portfolios. As a result, they can provide excellent opportunities for smaller investors who are willing to look where the larger investors are not.
We believe that markets are unpredictable in the short-term but, over the long-term, stocks trend toward their fair values. As a result, we believe that patience is critical to investment success and provides a significant advantage over more short-term focused investors.
What is the process?
We use a boots-on-the ground research process to find businesses we believe are of the highest quality. This means doing more than just reading about a company; it means seeing it in action by visiting a store, speaking with customers, or meeting with competitors. We believe this minimizes risk and provides a deep understanding of the businesses we invest in.
For more information about our investment approach please review our quarterly newsletters posted below or contact us at (830) 431-0388. You can also find additional information about the company, as well as risks associated with micro-cap investing, in our form ADV Part 2A filed with regulatory agencies and available upon request.
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Michael Wright, CFA
Founder, Portfolio Manager
Michael founded Kehlet Capital Management in December 2016 and serves as the Portfolio Manager. From 2013 to 2016, Mr. Wright worked as an Equity Research Analyst at Bares Capital Management. Prior to Bares Capital, he served as a Portfolio Manager for the MBA Investment Fund at the University of Texas at Austin where he received an MBA with a concentration in Investment Management. He graduated from Michigan State University with a B.S. in Mechanical Engineering and is a CFA charterholder.
13039 Panhandle Cove, San Antonio, TX 78253