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

 

Mapping
FUSION FUND OPTIONS INCOME MOMENTUM-TREND Steadfast Active Dynamic Short-Term Mid-Term Long-Term Young / Innovative Growth / Operating Leverage Mature / Predictive Core Compounders

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

 

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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.

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