Long-term capital preservation and growth
In order to achieve this goal, our investment philosophy is rooted in sound risk management which balances short-term risks (market, liquidity and idiosyncratic risk) with long-term risk (failing to maintain the real value of the portfolio).
Maintaining discipline is an equally important component of our investment philosophy. To Makena, maintaining discipline means remaining committed to our competitive edge, which is two fold:
To ensure unwavering focus on achieving our investment goal, we have developed a set of six principles which permeates through our investment process:
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