A complete list of active advisors currently associated with Kamada Investment Management

Warmer can help you find a great advisor at Kamada Investment Management or one who fits your needs even better.

Kamada Investment Management provides discretionary investment supervisory services primarily to high‑net‑worth individuals, as well as to trusts, estates and charitable organizations. The firm manages approximately $10.3 million across a small number of accounts and documents client objectives in written Investment Policy Statements before implementing portfolios. The firm employs fundamental security analysis organized around management quality, financial strength, market positioning and discounted cash‑flow valuation, including a stated guideline that target prices trade at a substantial discount to intrinsic value (P/V < 0.5). Investment strategies include long‑ and short‑term purchases, trading and short sales, and the adviser runs relatively concentrated equity portfolios (often fewer than 30 holdings), which the brochure warns can increase volatility and exposure to individual security risk. Compared with many independent advisers, Kamada’s approach emphasizes concentrated, valuation‑driven stock selection and explicit use of short‑selling and trading strategies rather than a purely long‑only allocation, and the firm indicates a client base focused on high‑net‑worth accounts rather than non‑HNW retail clients. The principal also provides consulting services to startup businesses on a regular basis, an activity disclosed separately from the firm’s advisory services.

To learn more about the advisors currently working at Kamada Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.