About Kalager & Partners

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Kalager & Partners is a quantitative research firm dedicated to eliminating emotional bias, guesswork, and narrative-driven investing. We believe that lasting value is found not through hype, but through disciplined analysis, consistent methodology, and transparent processes. Our mission is to help investors access systematically selected equity opportunities that are rooted in data, fundamentals, and robust academic frameworks.

• Evidence over intuition. We rely on rigorous financial modelling, data adjustments, and proven risk-premium frameworks to build portfolios.
   
• Transparency and integrity. Every decision is backed by clean data, documented methodology, and full disclosure of assumptions.
   
• Long-term discipline, not short-term speculation. We recognise that markets fluctuate — but over long horizons, disciplined, fundamentals-based investing has historically delivered superior outcomes.
   
• Empowering the informed investor. We aim to give retail and professional investors alike access to quantitative tools and research previously available only to large institutions.

• Systematic Equity Portfolios (Systematic 50s) — value- and quality-based stock screens across small- and mid-cap U.S. equities.
   
• Independent Quantitative Research — analysis of markets, factors, performance drivers, risk dynamics, and value/quality screening frameworks.
   
• Portfolio Analytics & Risk Insights — data-driven evaluation of performance, volatility, drawdowns, and factor attribution.
   
• Backtesting & Historical Performance Studies — long-term, rigorous tests covering multiple market regimes.
   
• Client-Ready Data Delivery — portfolios delivered in easy-to-use formats (CSV and Excel) with full identifiers (ISIN, CUSIP, CIK), fundamentals, and summary breakdowns.

• Institutional-grade methodology with individual-investor accessibility.
   
• Clear, research-backed outputs that avoid hype and focus on measurable value.
   
• Independent voice: we are not tied to a broker or fund — our only commitment is to data integrity and transparent disclosure.
   
• Flexible format: our datasets and analysis tools can be used by investors, advisors, analysts, or quantitatively oriented strategists.

We commit to continuous research, ongoing data integrity audits, transparent methodology, and regular updates. As markets evolve, our screens, disclosures, and analytics evolve too — so clients always access up-to-date, robust research and portfolio options.