Private Equity Approach to Public Market Investing: We believe asset managers should act as owners, not traders.
Kirtland Hills Capital is a Registered Investment Management Firm located in Cleveland, Ohio and founded in 2015 by Naval Officer James Paul Luthardt, who serves as CEO/CIO and oversees all investment activity. The firm’s investment strategy was created by the founder in 2008 within an 80 billion dollar Wall Street Private Client Group. The firm’s investment strategy was spun-out in 2015 and initially functioned as a family office to provide the founder’s family and select investors industry-leading investment performance. Today, Kirtland Hills works with a select group of corporate executives, business owners, high-net-worth families and professional athletes. In addition, Kirtland Hills Capital is one the country’s leading data science and quantitative asset management consultants.
We are long-term public equity investors who combine advanced quantitative tools with qualitative integration to achieve superior returns. Since our inception, we have employed a research-intensive, long-term-focused investment approach. Our goals are capital preservation, above-average returns over full market cycles, and low correlation to the markets.
We seek to achieve exceptional risk-adjusted returns through a combination of macroeconomic analysis, fundamental research, and quantitative tools. Kirtland Hills Capital employs top-down, macroeconomic analysis to identify durable, secular changes not reflected in asset prices. We conduct fundamental research in an attempt to identify individual securities that are trading at a margin of safety to their intrinsic value. Finally, the firm employs quantitative tools to construct portfolios aimed at delivering returns within specific risk, return, and liquidity targets. The objective of our investment process is to identify the small number of companies that we believe have the ability to grow shareholder value at exceptionally high rates for long periods of time.
The firm’s mission is to invest on a multi-decade time horizon and provide sustainable alpha-generating returns that allow clients to comfortably meet their long-term obligations.