WHO WE ARE

The Kantor Group

Bottom-up investment strategies by an experienced team

As experienced investors who are deeply engaged with clients and companies, the Kantor Group has been managing assets through multiple business cycles with the goal of delivering attractive risk-adjusted returns.

  

Our Philosophy & Process

We provide clients with a total return investment strategy that seeks capital appreciation aligned with their investment objectives through a disciplined research and investment process.

Using a flexible, all-cap approach, we seek to invest in attractive businesses, with strong management teams and compelling valuations. We leverage our comprehensive research process to invest across three "buckets":

Capital Growth

Companies that demonstrate attractive industry fundamentals, strong competitive positions and significant re-investment opportunities

Total Return

Emphasize sustainable and/or growing streams of income underpinned by asset value

Opportunistic

Identifiable catalysts; change as a source of value creation

How Was It Possible? A Deep Dive with Charles Kantor

In this quarter’s market commentary, the team reviewed the importance of thinking and acting long-term, and the rewards of staying with a disciplined investment process. We invite you to listen to Charles, in conversation with Kantor Group research analyst Paveena Bhugra, as he discusses his long-term optimism on innovation and financial markets, and his thoughts on the “cost” of market timing.

Highlights1

$15.5bn

Assets Under Management

10

Dedicated Investment Professionals

15+

Years Investment Team Avg Experience

Additional Investment Solutions

The Kantor Group is responsible for the management of two mutual fund vehicles in addition to their traditional separately managed account strategies:

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1 As of December 31, 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.

The individual fund names in this piece are either service marks or registered service marks of Neuberger Berman Investment Advisers LLC, an affiliate of Neuberger Berman BD LLC, distributor, member FINRA.