Compounding wealth with quantitative discipline and real-world principles.
Kanethic Investment combines systematic research, risk management, and clear ethical screens to build resilient portfolios designed for the long run.
About Kanethic Investment
We operate at the intersection of quantitative finance and ethical stewardship. Every position is backed by data, a thesis, and a clear understanding of its real-world impact.
- •Research-led process — systematic screening, factor analysis, and scenario testing for every strategy.
- •Capital preservation first — we care about downside risk as much as long-term compounding.
- •Ethics as a constraint, not an afterthought — clearly defined exclusion lists and positive tilts toward sustainable businesses.
Core & satellite portfolios
Flexible sleeves around a disciplined core allow us to tailor risk levels and themes (quality, income, growth, or protection) while keeping costs and turnover under control.
Look-through reporting
Investors receive clear, plain-language reports with performance drivers, risks, and ESG characteristics — not just charts and jargon.
Aligned with clients
Fee structures are designed to align incentives with long-term outcomes, not short-term asset gathering.
Investment strategy & process
Our process is built around three pillars: universe definition, systematic selection, and continuous risk management.
- 1Define the investable universe.
Apply ethical screens, liquidity filters, and basic quality constraints to arrive at a clean starting universe. - 2Score and rank opportunities.
Evaluate candidates using factors such as valuation, quality, momentum, and stability, alongside ESG metrics where available. - 3Build a diversified portfolio.
Position sizing is driven by conviction, risk contribution, and correlation, with explicit limits on concentration and sector exposures. - 4Monitor, rebalance, and review.
We track thesis drift, risk metrics, and macro changes, adjusting exposures deliberately rather than reactively.
Sample objective & constraints
The example below outlines how a Kanethic balanced mandate might be framed.
- • Target real return of inflation + 3–4% p.a. over a rolling 7-year horizon.
- • Annualised volatility guide: 7–10%, with explicit drawdown guardrails.
- • Exclude controversial weapons, thermal coal expansion, and severe governance violators.
- • Minimum 25–30 line items for diversification; position size capped as % of portfolio and % of issuer.
Ethical & sustainable focus
“Kanethic” reflects our belief that capital should be allocated with both rigour and responsibility. We avoid box-ticking and focus on clear, actionable principles.
Clear exclusions
We define upfront sectors and behaviours that do not meet our standards (e.g., severe environmental harm, egregious labour practices, or opaque governance), and we keep them out of the investable universe.
Positive tilts
Where data allows, we tilt toward companies improving their footprint — not just those already scoring well — to reward genuine progress over marketing.
Ongoing review
Ethics is not static. We review controversies, stewardship reports, and third-party ESG research to reassess holdings as new information emerges.
Start a conversation
Share a few details and we’ll follow up with information on our strategies, typical mandates, and how Kanethic Investment could fit into your plan.