Ku•le•a•na
Noun [Hawaiian]
Deep sense of personal accountability. Reciprocal relationship with that for which one is responsible.
The Kuleana Difference
Kuleana Capital Management is an investment management firm based in Free Union, Virginia.
We pick stocks on behalf of institutional and individual clients in Separately Managed Accounts.
FOCUS
We build concentrated stock portfolios in areas we have followed over the past 20 years, mainly Business Services, Consumer and Technology companies.
TRANSPARENCY
Clients can see their portfolio 24/7. Clients who meet the definition of a qualified investor may choose a management fee of zero, an approach that puts client interests first.
ALIGNMENT
The Kuleana team is materially invested alongside clients, creating incentives to be patient, tax-efficient long-term investors.
Kuleana was founded on the beliefs that:
Investors should be able to access high-quality investment managers at fair prices.
Investors should have transparency to know what they own, why they own it and how it can help them meet their financial goals.
Short-selling can be a meaningful part of a long-term investment strategy and not just a ‘hedge.
