KAIA: The Unified Investment Engine
Where Knowledge, Advanced Intelligence, and Asset Management Converge
Our proprietary platform unifies strategy design, research, stock selection, portfolio construction, risk management, and tax optimization in one integrated system, powering every strategy we manage at Cap Six.
What is KAIA?
Three Forces, One Platform
Knowledge
Evidence-based research and advanced data analytics, systematically applied to uncover insights and enhance portfolio decisions.
Advanced Intelligence
Automated research infrastructure and custom-built algorithms designed to construct portfolios with integrated, evidence-based risk controls and adaptive precision.
Asset Management
End-to-end portfolio management, from idea generation to implementation, designed to optimize performance and after-tax outcomes.
KAIA brings them together into a single platform, transforming how we design, build, and manage portfolios.
5+
Years in Development
Custom built from the ground up
1
Unified Process
Fully integrated & scalable
“Machines do not have intuition. Human oversight is what ensures data is not just accurate but meaningful.”
— Jim Simons
Strategy Design
The foundation of every portfolio begins with intentional, benchmark-aware strategy design.
Benchmark-Aware Architecture
Every strategy begins with clear index alignment, ensuring transparent exposures and preventing style drift over time.
Customizable Investment Parameters
Tailor strategies to specific client objectives, constraints, and risk tolerances from the ground up.
Systematic Framework, Adaptive Execution
Strategies are built on disciplined, repeatable processes while remaining flexible enough to evolve with market conditions.
Research & Stock Selection
Systematic, evidence-based research that surfaces high-conviction opportunities.
Automated Research Pipelines
Streamlined data ingestion and analysis that accelerates insight generation and eliminates manual bottlenecks.
High-Conviction Idea Generation
Systematic screening surfaces actionable investment ideas with clear rationale and measurable conviction levels.
Merit-Based Security Selection
We apply proprietary, evidence-driven metrics to evaluate research efficacy based on its historical reliability in generating alpha and meeting strategy objectives.
Portfolio Construction & Risk Management
Disciplined portfolio building with ongoing risk oversight.
Proprietary Construction Algorithms
Purpose-built algorithms maximize conviction while maintaining tight constraints to the benchmark across sector weights, risk-factor exposure, and position sizing.
Evidence-Based Risk Controls
Systematic guardrails grounded in data, not intuition, help ensure portfolios remain disciplined and aligned with strategy objectives.
Real-Time Exposure Monitoring
Ongoing oversight tracks portfolio positioning against targets, flagging deviations before they impact performance.
Integrated Tax Optimization
Tax efficiency embedded into every decision, from inception through every rebalance.
Tax-Aware Transitions
Algorithms manage the shift from legacy holdings to target portfolios, minimizing tax drag while capturing investment benefits.
Mindful Tax-Loss Harvesting
Ongoing identification and execution of harvesting opportunities throughout the portfolio lifecycle, not just at inception.
Full Lifecycle Tax Management
Tax efficiency is embedded from day one through every rebalance, ensuring benefits compound over time rather than fade.
Seamless Integration
Unified Execution
A continuous, integrated workflow that transforms data into disciplined portfolio decisions
Design
Define strategy objectives and benchmark alignment
Analyze
Process data and run proprietary models
Select
Identify high-conviction securities
Construct
Build optimized portfolios with risk controls
Execute
Implement trades with tax efficiency
Monitor
Ongoing monitoring to maintain strategy mandate integrity
Design
Define strategy objectives and benchmark alignment
Analyze
Process data and run proprietary models
Select
Identify high-conviction securities
Construct
Build optimized portfolios with risk controls
Execute
Implement trades with tax efficiency
Monitor
Ongoing monitoring to maintain strategy mandate integrity
See KAIA in Action
Learn how our unified investment engine can transform your portfolio management approach.