Kairos rejects consensus trades

Concern over crowding in equity space and long US dollar

michele-gesualdi-kairos-multi-strategy

The Kairos multi-manager team must have clocked up record air miles last year as it criss-crossed the globe to attend 2,600 meetings with fund managers. The product of that effort is a small but perfectly formed collection of funds that collectively stood up to an exceptionally challenging time for total return strategies over the recent period.

"Our investment philosophy is rooted in the belief that research has to be done on a bottom-up basis by meeting the highest number of managers," says St

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