Investing for Future Generations

Our Mission is to achieve the multi-generational goals and aspirations of our clients through the stewardship of our firm, our clients' capital, and our relationships.

 

Our Core Values

1. Thoughtful Stewardship

We commit to the highest professional standards as fiduciaries of our clients’ capital and our firm.

2. Commitment to Excellence

We are focused on excellence in all aspects of our business, inclusive of investment performance, client relationships and operational excellence.

3. Collaborative Teamwork

We take a constructive, team-oriented approach to bring to bear our expertise, creativity and network to reach solutions with rigor, empathy and efficiency.

4. People Leadership

People are the core of what we do and who we are. We invest time, effort and resources into developing our colleagues at all levels of our firm.

5. Entrepreneurship

We welcome innovation and forward-thinking and create an environment where strategic risks and new ideas are celebrated.

Makena Team

How We Invest

Investment Philosophy

Rooted in the endowment style of investing, we seek balanced diversification in order to protect and grow multigenerational capital over the long term.

Portfolio Solutions

Makena specializes in constructing alternative asset class portfolios of high-quality investment opportunities.

Manager Selection & Due Diligence

Manager selection and due diligence are our core competencies; benefit from our expertise.

Responsible Investing

Every investment we make is subject to our Responsible Investing Framework.

Portfolio Solutions

Our alternative investing experience spans decades. Invest in our asset class portfolios on a stand-alone basis or as a holistic, endowment-style portfolio. Or, let us build you a custom portfolio as part of our Outsourced CIO service.

1

Private Equity

Capitalize on proven manager skill.
2

Real Assets

Own quality assets with unique demand drivers.
3

Public Equity

Capture concentrated value creation with a long time horizon.
4

Hedge Funds

Diversify returns and protect capital.
1

Hidden!

Who We Serve

Endowments & Foundations

Capital preservation and growth after a payout

Family Offices

Your investment partner for the next generation

Pensions & Sovereign Wealth Funds

An extension of your capabilities

May 16, 2022 in In The News

Larry Kochard on Capital Allocators Podcast

Makena Capital Management’s Larry Kochard joined Ted Seides and the Capital Allocators podcast for an engaging conversation on his path from endowment professor to Chief Investment Officer. Larry also offered insight on Makena Capital Management’s long-term investment approach and how investing in alternative assets – along with sourcing, due diligence, and manager selection – is a core competitive advantage of the firm. Listen to the full podcast here.
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April 14, 2022 in In The News

Brian Rodde Speaks with Chief Investment Officer on VC Investment Landscape

In an interview with Chief Investment Officer Magazine, our Co-Managing Partner Brian Rodde shared his insights on the venture capital investment landscape and takes the long-term view on the industry’s potential.
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March 28, 2022 in In The News

Jonathan Van Gorp Speaks with Pensions & Investments on the Industrial Real Estate Sector

Makena Capital Management’s Jonathan Van Gorp recently spoke with Pensions & Investments on the industrial real estate sector and how new competitive dynamics are impacting asset owners and real estate managers.
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