Deep Knowledge Investing

Since our founding in 2020, and based on a track record dating from 2012, we have consistently provided investors with high-alpha, well-researched stock ideas, and timely market commentary. We focus on identifying and analyzing those aspects of selected investments the market is missing. Deep Knowledge Investing was founded by Gary Brode, a 30-year hedge fund veteran, to help hedge funds, family offices, and high net worth individuals get better returns in the equity portion of their portfolios. The DKI model includes a large, successful, and highly-engaged Board of Advisors who provide expert counsel in a variety of fields. The firm is generalist in its coverage, but always has a clear view on the specific issues relevant to individual industries.

Filter-free knowledge: Our only goal is to help our investors earn better equity returns. We’ve done that consistently. In our 3 decades of experience, we have come to understand that traditional sell-side research is not designed to make the investor money. It is designed to market investment banking services to the companies they cover. Deep Knowledge Investing provides conflict-free research. Whether the company we’re researching is happy with our conclusion isn’t a consideration.

Investment recommendations backed by commitment: We’re often asked whether we own the positions we recommend. Absolutely! We only recommend positions to our clients that we believe are worthy of investment in our own portfolio. We have capital committed in all of our current ideas. Investors are informed immediately when we decide to reduce or sell a position.