KDT Advisors, LLC
KDT Advisors, LLC is an SEC-registered investment adviser headquartered in New York, New York. The firm was founded in 2017 and is managed by Peter Dowdeswell. With a team of 5 employees, KDT Advisors provides investment advisory services to a diverse client base, including high net worth individuals and corporations. As of the most recent filings, the firm manages discretionary and non-discretionary investment accounts.
Investment Strategy
KDT Advisors, LLC employs a traditional long-only equity investment strategy, focusing primarily on large-cap U.S. equities with a value-oriented approach. The portfolio is diversified across sectors and typically consists of holdings in major index ETFs as well as leading U.S. corporations. Investment decisions are based on fundamental analysis, seeking long-term appreciation and risk management through diversified exposure.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 13.16% | $8.2M | 14,360 | $535.62 | $568.03 | +$774.6K |
M MSFT | MICROSOFT CORP | 9.58% | $5.9M | 11,929 | $421.50 | $497.41 | +$1.4M |
A AAPL | APPLE INC | 6.22% | $3.9M | 18,785 | $250.42 | $205.17 | -$536.1K |
V VYM | VANGUARD WHITEHALL FDS | 5.92% | $3.7M | 27,539 | $127.68 | $133.31 | +$119.8K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.61% | $2.2M | 4,608 | $453.28 | $485.77 | -$1.1M |