A penchant for quality, a dedication to value
The Kamen Group manages client assets with the objective of prudently generating growth consistent with client goals. We focus on high-quality companies we identify as undervalued through in-depth original research.
Our Philosophy & Process
The Kamen Group manages assets for individuals, families, institutions and charitable organizations through a research-driven, value-focused approach. We provide thoughtful, customized portfolio solutions that seek to generate returns consistent with client goals.
We seek to deliver attractive, long-term returns by investing in high-quality companies trading at meaningful discounts relative to their intrinsic worth. Our investment process emphasizes valuation, discipline and independent thinking, with a focus on conducting rigorous, in-depth research to identify healthy businesses selling at compelling valuations.
An introduction to the Kamen Group
Michael Kamen discusses The Kamen Group’s multidisciplinary investment process and how their focus on quality and value results in consistent returns for investors.
Assets Under Management
Years Investment Team Average Experience
Investment and Client Service Professionals
Meet the team
1 As of September 30, 2023
This material is intended as a broad overview of the portfolio managers' current style, philosophy and process. This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Third-party economic or market estimates discussed herein may or may not be realized and no opinion or representation is being given regarding such estimates. Certain products and services may not be available in all jurisdictions or to all client types. Investing entails risks, including possible loss of principal.
Firm history includes the history of all firm subsidiaries, including predecessor entities. Investment professionals referenced include portfolio managers, research analysts/associates, traders, and product specialists and team dedicated economists/strategists.
Wealth planning services are offered by Neuberger Berman BD LLC, a registered broker-dealer. Wealth analyses and wealth planning analyses are intended solely for informational and discussion purposes to educate investors on financial topics and help investors better understand their financial profile and evaluate possible options.