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Knights of Columbus Asset Advisors LLC
Deepak Devaraj · Asset Manager · Multi-Strategy
Knights of Columbus Asset Advisors LLC (KoCAA) is a faith-based investment management firm and a wholly-owned subsidiary of the Knights of Columbus, the world's largest Catholic fraternal service organization. Formally established as an SEC-registered advisor in 2015, the firm provides professional investment services to Catholic institutions, individuals, and families. KoCAA manages the multi-billion dollar general insurance account for its parent organization alongside a suite of mutual funds and separate account strategies. Its primary focus is delivering competitive financial performance while strictly adhering to the social and moral investment guidelines set by the United States Conference of Catholic Bishops (USCCB). The institution is headquartered in New Haven, Connecticut, and leverages a history of service dating back to 1882 to provide 'value with values' through a rigorous Catholic screening process across various asset classes.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.8% |
| YTD return | +14.3% |
| Sharpe ratio | 3.25 |
| Win rate | 63% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.kofcassetadvisors.org |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.7% | +18.8% |
| AAPL | Apple Inc | 13.7% | +31.0% |
| MSFT | Microsoft Corporation | 11.6% | +1.9% |
| GOOGL | Alphabet Inc Class A | 11.0% | +29.4% |
| AVGO | Broadcom Inc | 4.9% | +5.1% |
| JPM | JPMorgan Chase & Co | 3.7% | +13.8% |
| WELL | Welltower Inc | 3.7% | +16.6% |
| META | Meta Platforms Inc. | 3.5% | +7.5% |
| GS | Goldman Sachs Group Inc | 3.5% | +18.4% |
| BAC | Bank of America Corp | 3.4% | +12.7% |
| TSLA | Tesla Inc | 3.0% | -12.0% |
| CSCO | Cisco Systems Inc | 3.0% | +52.5% |
| BNY | BlackRock New York Municipal Income Trust | 2.8% | +7.0% |
| TSM | Taiwan Semiconductor Manufacturing | 2.6% | +19.0% |
| MS | Morgan Stanley | 2.5% | +5.8% |
| GM | General Motors Company | 2.5% | -5.3% |
| TXN | Texas Instruments Incorporated | 2.5% | -3.0% |
| CAT | Caterpillar Inc | 2.3% | +17.2% |
| T | AT&T Inc | 2.2% | -1.8% |
| CVX | Chevron Corp | 2.1% | -2.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | WELL | 3.7% → 3.7% |
| Sep 7, 2026 | SELL | BAC | 3.4% → 3.4% |
| Sep 7, 2026 | SELL | TSM | 2.5% → 2.6% |
| Sep 7, 2026 | BUY | T | 2.2% → 2.2% |
| Sep 7, 2026 | BUY | AVGO | 5.0% → 4.9% |
Investment Style Analysis
Knights of Columbus Asset Advisors LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Knights of Columbus Asset Advisors LLC made a significant move by increasing exposure to WELL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is centered on 'faith-based investing' that aligns financial goals with Catholic moral values. KoCAA employs a disciplined, research-driven approach to security selection, specifically screening portfolios to comply with USCCB guidelines. This involves excluding companies involved in activities contrary to Church teaching—such as abortion, embryonic stem cell research, and human rights violations—while actively seeking companies that promote human dignity and environmental stewardship. Their strategy spans fixed income and equity markets, aiming to provide institutional-quality management that allows Catholic investors to maintain their religious integrity without sacrificing long-term growth or income potential.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Knights of Columbus Asset Advisors LLC.
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Frequently asked questions
How is the simulated portfolio for Knights of Columbus Asset Advisors LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Knights of Columbus Asset Advisors LLC's largest holding?
As of the latest filing, Knights of Columbus Asset Advisors LLC's top position is NVIDIA Corporation (NVDA), representing 15.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Knights of Columbus Asset Advisors LLC's historical performance and risk profile?
Our simulation indicates a total return of +21.8% with a win rate of 63%. Notably, the portfolio maintains a Sharpe Ratio of 3.25, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Knights of Columbus Asset Advisors LLC primarily invest in?
Knights of Columbus Asset Advisors LLC has a strong preference for the Semiconductors sector, which makes up 25.6% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Knights of Columbus Asset Advisors LLC's portfolio concentrated or diversified?
Knights of Columbus Asset Advisors LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Knights of Columbus Asset Advisors LLC performed in 2026?
Our AI-simulated model portfolio for Knights of Columbus Asset Advisors LLC tracks a Year-to-Date (YTD) return of +14.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Deepak Devaraj manage Knights of Columbus Asset Advisors LLC directly?
Yes, Deepak Devaraj serves as the key portfolio manager for Knights of Columbus Asset Advisors LLC, overseeing the investment strategy and final capital allocation decisions.