Privacy Policy

Kalmar and our employees recognize the importance of protecting the privacy and confidentiality of your nonpublic personal information.  To help you better understand how your personal information is protected at Kalmar we are providing you with the following statement describing our practices and policies regarding the collection, use, retention, and security of nonpublic information.  In the event you terminate your client relationship with us, or temporarily become inactive, we will continue to adhere to the policies and practices described in this notice.


We collect nonpublic personal information about you (and our other clients) from the following sources:

  • Information we receive from you on contracts, fund applications or other forms;
  • Information about your transactions with us, our affiliates or others; and
  • Information we receive from you through conversations on the telephone or in person and written or E-mail correspondence.


We do not disclose information about you, or our former clients, to third parties except on the limited basis necessary to help manage your affairs confidentially, and importantly on the limited basis permitted or required by law.  As an example, we may provide information about you to third parties such as your custodian or accountant to assist us in servicing your account and to send transaction confirmations, quarterly and annual reports, and tax forms to you.


To ensure the highest level of confidentiality and security, we maintain physical, electronic, and procedural safeguards that comply with all applicable laws in order to protect your nonpublic personal information.  We also restrict access to your nonpublic personal and account information to those employees who need to know that information to provide products or services to you.  In addition, reasonable measures are taken to ensure for the proper disposal of any personal and account information in accordance with Securities and Exchange Commission Regulation S-P.


As required by law, such as we are doing in this letter, we will share our privacy policy with you on an annual basis at about this same time each year.  Should there be any significant change in our privacy policy; an updated policy will be sent to you.  As a valued client, we are committed to continue protecting your privacy and confidentiality while providing superior portfolio management and client service on an ongoing basis.

Copyright © 2000-2017 Kalmar Investments Inc.

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