News & Thoughts

Thinking of Hedging?

Published on September 23, 2021

While we primarily manage portfolios on a long-only basis at KKRA, we are often asked…

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2Q21 Insights

Published on July 15, 2021

Most trends in place during the first quarter of 2021 continued during Q2 which has…

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1Q21 Insights

Published on April 15, 2021

Dramatic acceleration in the rollout of vaccinations and a significant decline in U.S. COVID cases…

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4Q20 Insights

Published on January 26, 2021

At the end of 2019 we itemized our list of short-term worries to include: no…

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Strategy Spotlight: Growth Stocks

Published on November 10, 2020

Our Growth portfolio manager Anatoliy Cherevach explains his approach to growth investing. At KKRA we…

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3Q20 Insights

Published on October 28, 2020

In mid-August Recreational Equipment Inc (REI), the Seattle-based retailer of outdoor recreation equipment and services,…

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