Performance
+48.8%
Trailing 3-yr
annualized return
annualized return
+229.6%
Trailing 3-yr
cumulative return
cumulative return
2.57
Sharpe ratio
+17.4%
Annualized alpha
KB Capital composite. Past performance is not indicative of future results.
KB CAPITAL
Process, patience, insight.
Read the latest letter →KB Capital composite. Past performance is not indicative of future results.
KB Capital was founded in 2016 by Kai Bidell and Ed Wasson — built on a philosophy handed down through decades of investing: patience, independence, and conviction.
Kai started investing at 16 and hasn’t stopped since. He holds a BA in Environmental Analysis from Pitzer College (one of the Claremont Colleges) and was awarded a Fulbright research grant. He worked for a Denver family office focused on real estate before joining Align Impact, a premier multi-family office in impact investing, where he invested in private placements and hedge funds on behalf of some of the wealthiest families and institutions in America. Kai is a CFA charterholder — having passed what the Financial Times calls “Wall Street’s hardest exams” above the 90th percentile — holds the Series 65, is a registered investment adviser in Colorado, California, and New York, and carries the FSA Credential from the SASB.
Ed Wasson invested family capital across multiple market cycles dating back to the 1930s. Over years of close collaboration, he passed on a discipline rooted in buying exceptional businesses, paying reasonable prices, and holding through volatility. That inheritance — patience, independence, and conviction — remains the foundation of KB Capital today.