ABOUT
Klopp investment Management (K.I.M.) is a multi-generational family office established in 1973 – over a half-century of time-tested experience.
Started by a once-upon-a-time teenager of the 179th Combat Engineers building bridges, roads and infrastructure -- paving the way to victory for advancing Allied troops in WWII -- and his wife, a daughter of war-torn immigrants to the USA. Ever since then individuals, families, endowments and pensions have trusted the firm to look after them and their assets. Now located along the shores of the Great Lakes, K.I.M. operates...
PLEASE NOTE: we accept only a limited number of accounts into our Fusion Fund ($3™)
To receive an alert when the next opening becomes available, email us now and we’ll notify you then. Rest assured we do not share your e-mail address with anyone.
Meanwhile, below & herein, discover the edges that differentiate us and make a difference for our members: Performance and Personalization.
Plus here’s a free and brief self-directed guide to investing -- Get Rich Doing (Almost) Nothing (the hard part: doing almost nothing... decades of data indicate that the least traded portfolios gain the most). Simple.
INVESTMENT SYSTEM
Thorough Analysis / Safety of Principle / Gratifying Returns
- Ben Graham
Author, Intelligent Investor
Professor, Columbia University
Mentor to Warren Buffett
Godfather of Value Investing
*Interactive Graph – hover over the various areas in the image below & click for details
FUSION FUND
The Medici Effect: Innovation comes from combining existing ideas. [MORE…]
OPTIONS INCOME
Safe high-yield, bond-like premium. [MORE…]
MOMENTUM-TREND
Tactical investments in a concentrated portfolio of 8 to 10 companies representing 4 to 5 sectors of the economy focused on accelerating growth. [MORE...]
Steadfast
Smoother returns
Quality compounding equities
Low turnover / low volatility
Active
Opportunistic value-oriented
Reflexive effects between…
Fundamentals / annual reports &
Market sentiment / analysts’ consensus
Dynamic
Capitalizing on market oscillations
Price, volatility, time premiums & skew
Options trading
Short-Term
Weeks to a few quarters
Mid-Term
Several months to a couple years
Long-Term
A business cycle (3.5 or so years) until – ideally – forever…
Young / Innovative
Startups to early hyper-growers
Developing product-market fit
Typically outside capital structure (VC, IPO, PE, et.al.)
Narrative driven
High revenues, low profit, little equity
Metric Used: Price-to-Sales Ratio + Total Addressable Market
Growth / Operating Leverage
Increasing revenue
Gross margin expansion
Scaling market share
Near or at self-funding
Breakeven-to-very-profitable
Efficiencies & economies of scale
Metric: Price-to-Gross Profit Ratio
Mature / Predictive
Competitive advantage / brand moat
Return of capital to shareholders via stock buybacks, dividends, retained earnings, debt pay-down
Plateauing organic growth
Growth via mergers & acquisitions
Premium on valuation & management
Metric: Price-to-Free Cash Flow & Reverse Discounted Cash Flow
Core Compounders
Blue Chip collection of 20 to 25 of the finest large capitalization, long-term holdings that you can own. Selections are tailored – bespoke – to fit each client’s individual profile. [MORE…]
Design: Louie Metzner
Our flexible system affords you to invest in various approaches… from a concentrated portfolio to diversifying by combining 2 or blending all 3 approaches – i) Compounding, ii) Momentum &/or iii) Options -- for an enhanced Return-on-Investment stack
Our Edge
Personal
- We know our co-investors by name, not just by account number. Personalized attention with custom-built portfolios tailored to each individual. Part concierge / part confidant & all-in… vested
Process
- Behavioral – leveraging human nature & psychology in the markets
- AI commoditizes IQ leaving EQ to us, with an emphasis on patience...
- ... poised for & different at the right moment / price (“greedy when others are fearful; fearful when others are greedy”)
- Disciplined to stick with our Investment System
- Agile to change course if / when warranted
Performance
- KIM’s proprietary Diversified Multi-Strategy Fusion Fund $3™ - a layered balanced blend portfolio
- Target superior private equity / private credit level returns with public market transparency, liquidity & auction-like price fluctuation opportunities absent opaque flows (shadow banking / dark pools of money / pricing lags), untimely capital calls & illiquid redemption gates
Give Back
Our family has been touched & graced by a special needs child. We support the Rose-Mary Center in Euclid, OH. If would too, please donate.
In keeping with our conservation principles, we work with Heirloom Cacao Preservation (a public-private partnership with the USDA) to safeguard the original strains of cacáo (the key ingredient for all chocolate) in the Amazonian Rainforest.
Contact
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