top of page

An Innovative Approach to Maximizing After-tax Wealth with Hoon Kim at Quantinno Capital

Hoon Kim is the founder and CIO of Quantinno Capital Management. Quantinno has a singular focus on enhancing the after-tax wealth of its investors. The firm offers the next evolution of tax-loss harvesting strategies available in fully customizable separately managed accounts.


"What's interesting at Quantinno is that we constantly listen to our clients. We try to understand what their pain points are. Then we find ways to address those needs.



I started my career as a quant researcher, doing a lot of work with quantitative stock selection, research, modeling, handling big data, and natural language processing.


Then I built a team to focus on quantitative portfolio management. It is about portfolio optimization, risk management, implementation, research, trading costs, and taxes. It is incorporating conceptual abstract alpha ideas into the real world.


Combined with my background in accounting and taxes, I am always interested in the intersection between taxes and investments and portfolio optimization. From that passion, we developed our tax-loss harvesting strategy which is a very popular strategy among taxable investors.


What I learned along the way is in order to gain tax efficiency a one size fits all approach does not work. We recognize the fact that each client has different asset allocation preferences. They have different tax situations."


Quantinno Capital Logo

Hoon Kim, Founder and Chief Investment Officer

212 - 230 - 1462


Quantinno applies a singular focus to enhancing the after-tax wealth of its investors. They offer the next evolution of tax-loss harvesting strategies, available in fully customizable separately managed accounts that can be responsive to each investor’s individual situation. They believe Quantinno can be valuable in reinvigorating existing tax-loss harvesting strategies that may be approaching the end of their useful life, diversifying concentrated stocks as an alternative to exchange funds, creating tax alpha from existing holdings (public equities/ETFs/mutual funds), and improving the after-tax results of private credit, operating businesses, or real estate holdings.



Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries.


Check us out on these platforms



תגובות


Access PrimeAlpha
Alternatives Education, Research, Database of Managers and Investors

Important Disclaimers
This article (the “Article”) is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any investment or any securities. This Article does not constitute investment advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. Readers should make their own investigations and evaluations of the information contained herein. The information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. Each reader should consult its own attorney, business adviser and tax adviser as to legal, business, tax and related matters concerning the information contained herein.  Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Certain information contained in this Article constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,”  “target,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Readers should not rely on these forward-looking statements.  Certain information reflects subjective determinations which may prove to be incorrect. There can be no assurance that the estimates or projections will be accurate or that historical trends will continue. In considering the prior performance information contained herein, readers should bear in mind past performance is not necessarily indicative of future results. All rights reserved. The material may not be reproduced or distributed, in whole or in part, without the prior written permission of PrimeAlpha LLC.

bottom of page