KIRTLAND HILLS CAPITAL Private Equity Approach to Public Market Investing
About

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.

Leadership

JAMES PAUL LUTHARDT
Founder & Chief Investment Officer

James is the Founder and Chief Investment Officer who oversees all investment activity of Kirtland Hills Capital. James is known as a disruptor in the Wall Street community for his development of machine learning algorithms and use of quantitative tools for investment management of the most elite families throughout the country.

James was previously the Director of Research for one of the country’s wealthiest family’s dating back to the mid1800s. In addition to that role, James led the portfolio management research for a boutique investment management firm whose fund (GIPS) was ranked in their peer group’s top percentile on Wall Street for over a decade.

In 2016, James was one of 15 Direct Commission Naval Officers who was appointed and commissioned by President Barack Obama to utilize his civilian skill-sets for the Department of Defense. James currently serves as a Lieutenant in the Navy Reserves as a Special Projects Officer.

James started his career for an 80 billion dollar Wall Street Private Client Group, where he was a buy-side analyst responsible for third-party manager selection and monitoring activities such as screening, developing selection models, and interviewing investment management teams. In addition, James served as a portfolio manager, running separately managed accounts for high-net-worth individuals and families.

James has a Bachelor of Science in Finance and holds a Master of Science in Quantitative Finance from Case Western Reserve University.

ZACHARY PAUL
Chief Data Officer; Data, Technology and Quantitative Research

Zachary leads the teams that oversee investment and portfolio management research, advanced analytics and technology for Kirtland Hills Capital. In addition to that role, Zachary leads the data and analytics engineering teams at a top 50 producing software company and is an advisor for several modern technology and AI start ups. Prior to his current roles, Zachary worked as a senior data scientist for a leading data analytics consulting firm, providing complex data solutions to large financial institutions.

Zachary holds a Bachelor of Science in Mechanical Engineering and holds a Master of Science in Quantitative Finance and Big Data from Case Western Reserve University.

DONTE WHITNER
Professional Athlete Division

Donte was an 11-year NFL veteran, 3x pro-bowler, and 8thoverall pick in the 2006 NFL draft. In addition to his role at the firm, Donte is a television broadcaster and analyst for the NFL, an accomplished real estate developer, NFLPA President of the Orange County Chapter and sits on the advisory board of several organizations helping athletes understand the importance of financial literacy.

Donte studied business at The Ohio State University, where he was an All-American on the football team.

Consulting

Investment and Data Consulting Services:
At Kirtland Hills Capital, we have aligned our principles and research to become a premier investment research and data consulting firm. Our analytics team has worked with several of the top quantitative institutional investment firms, leading endowment funds, foundations, family offices, professional athlete agencies, professional sports teams and tech start ups in the country.

Our consulting services split into two areas; Institutional quality investment research and enterprise data strategy and cloud technology services.

Institutional Quality Investment Research and Benchmarking Analysis:
Our goal is to provide best-in-class quantitative due diligence. Through advanced institutional-quality research and benchmarking analysis, we keep advisors accountable in terms of performance, fee structure, and active share. Our research is objective, unbiased, and transparent.

At Kirtland Hills Capital, we are utilizing proprietary, cutting-edge machine learning/AI and technology to answer these important questions accurately and transparently. Here’s How:

  1. Portfolio Asset Allocation Breakdown
  2. Correlation Analysis
  3. Portfolio Cloning Process
  4. Asset-Reallocation Analysis

As an investor, keeping your asset management team accountable should be your highest priority. The following 3 questions should always be considered:

  1. Is your portfolio properly diversified?
  2. Are you paying an appropriate level of active management and expense ratio fees for your portfolio?
  3. Do you fully understand the risk, and therefore expected returns associated with your portfolio composition?

Data Analytics Strategy and Managed Cloud Technology Services:

We provide enterprise data strategy, data management, visualization, and managed cloud services to investment management firms, financial advisors, endowments, pensions, foundations and family offices of all sizes to allow them to make smarter data driven decisions. We use modern cloud technology to automate costly manual tasks, warehouse and analyze data, and build secure client facing analytics platforms.

Professional Athletes

Kirtland Hills works with a very select group of the most elite professional athletes in the world. We are the premier professional investment management firm with the human capital capable of helping distinguished professional athletes articulate their passions, manage complex financial responsibilities, and harness wealth to build a family tree to flourish for many generations.

We provide multi-generational wealth creation through a proven, very customized, and financially-engineered process comprised of investment portfolios in the leading public securities and access to the top deal flow in the private equity and venture capital markets.

Careers

Kirtland Hills Capital is currently hiring:
Quantitative Analyst / Big Data Scientist

We are looking for a Quantitative Research Analyst who can develop and test highly quantitative investment strategies and investment data using sophisticated quantitative/statistical techniques.

Key Responsibilities

  • Interpret valuations and develop advanced models and analytics
  • Evaluate financial data vendors
  • Evaluate  new data sources and analytics packages in developing/testing investment strategies and investment data
  • Provide high-level technical and investment analytics support for investment decisions
  • Conceptualize valuation strategies
  • Develop and continuously improve upon mathematical models and help translate algorithms into code [CS1]

Skillset Requirements

  • PhD in Statistics or equivalent experience in Computer Science, Mathematics, IEOR, Economics, or a related field
  • Prior experience in a quantitative role or position applying advanced quantitative techniques to highly complex data intensive problems. Demonstrated ability to complete high level, investment-related research
  • Strong analytical skills; experience working with and analyzing large datasets
  • Strong mathematical and statistical modeling skills (i.e. time-series and cross-sectional skills) preferred
  • Proficiency in coding, with experience using statistical packages (e.g. R, Matlab)
  • Familiarity with scripting (e.g. Python, Perl); C/C++ a plus but not required
Contact

For general investment inquiries and interested media, please contact:
[email protected]

 

Kirtland Hills Capital is a registered asset management firm that custodians all its assets with Charles Schwab Institutional Wealth Services in San Francisco, California.