Active Investment Management

Innovative investment solutions through our diverse, employee- and minority-owned boutique asset management subsidiary

Kalawa offers active investment management products through a diverse, employee-, and minority-owned boutique asset management subsidiary. Our approach combines rigorous fundamental analysis with innovative portfolio construction techniques to deliver superior risk-adjusted returns for our clients.

Equity Strategies

Active equity management across market capitalizations and geographic regions, focusing on fundamental analysis and long-term value creation.

  • • Large Cap Growth and Value
  • • Small and Mid Cap Opportunities
  • • International and Emerging Markets
  • • Sector-Focused Strategies

Multi-Asset Strategies

Diversified portfolios combining multiple asset classes to optimize risk-adjusted returns and provide downside protection.

  • • Balanced and Asset Allocation Funds
  • • Target Date Solutions
  • • Alternative Investment Strategies
  • • ESG and Sustainable Investing

Our Investment Philosophy

Rigorous Research

Fundamental analysis combined with quantitative insights to identify undervalued opportunities.

Risk Management

Disciplined risk management processes to protect capital while pursuing attractive returns.

Long-Term Focus

Patient capital approach with focus on sustainable, long-term value creation.

Our Capabilities

Boutique approach with institutional resources
Employee and minority-owned structure
Diverse investment team and perspectives
Customized solutions for institutional clients

Client Focus

We serve institutional investors seeking active management expertise with the agility and focus of a boutique investment firm.

Boutique

Approach with institutional scale and capabilities