Capital Markets Investment Strategy

Our Portfolio

We oversee an investment portfolio that is invested across the asset class spectrum and built to consistently generate superior risk adjusted returns over long-term time horizons. Our portfolio is actively managed by professionals at Ellsworth Advisors, a Kaulig Company.

The “Vault”

Kaulig Capital maintains a substantial portfolio of high grade municipal bonds, dubbed the “Vault.” Our advisors implement a hold to maturity and reinvestment strategy with a laddered maturity schedule.

Public Equities

Our manager, Ellsworth Advisors, takes an opportunistic approach to public securities investing, applying value-oriented, bottom-up fundamental analysis to its security selection process. The team invests globally and looks to find undervalued stocks growing faster than the broader market, and looks to identify catalysts to generate superior returns.