Kamehameha Schools - Investment Management

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The Kamehameha Schools’ Investment Management Group comprises dedicated professionals with offices in Honolulu and San Francisco. We believe in a generalist investment model, with team members free to pursue the best opportunities to drive value creation independent of asset class or geography.

We are a team grounded in our values

Click the values below to learn more

Love and Respect

Love, affection, compassion, sympathy

Love and respect for the Lord, our natural world, and one another is our foundation.

Seeking Knowledge and Enlightenment

To seek enlightenment, wisdom, and education

The quest for knowledge and enlightenment is essential for an educational institution such as Kamehameha.

Responsibility

Privilege, responsibility, area of responsibility

Denotes the responsibility accompanying our blessings.

Collaboration

Collaboration

A diversity of community efforts is key to our future. Weʻre welcoming with warmth and compassion.

Humility

Humility, humbleness, modesty

Let us persevere with humility in all that we do.

Keaholoa (“Investment Management Group”)

n. the long line for the deep sea

Our group’s Hawaiian name, Keaholoa, is a double entendre meaning both, “the long fishing line” and “the long breath.” And like the deep-sea fisherman that inspire our inoa Hawaii, we seek the lonely spaces, casting long lines into the deepest waters searching for opportunities that will sustain our people. We understand that investing for the long-term — taking a long breath to venture deep — is essential to the life and health of the lāhui (Native Hawaiian people).


He lawai‘a no ke kai papa‘u, he pōkole ke aho;
he lawai‘a no ke kai hohonu he loa ke aho.

A fisherman of the shallow sea uses only a short line;
a fisherman of the deep sea uses a long line.

-‘Ōlelo No‘eau #725

Investment

We are a diverse group with a multitude of backgrounds, experience and interests united in our pursuit of the best outcome for the portfolio as a whole.

We research opportunities in small teams, ensuring all members gain broad exposure across investment strategies.

We value a meritocratic culture and a decision-making process where everyone has a voice.

Managing Director
Chief Investment Officer
Director
Managing Director
Managing Director
Associate
Analyst
Associate
Managing Director

Operations

The operations team provides integrated support throughout the investment process, ensuring we can run with the highest levels of reliability, integrity and information.

Manager
Chief Operating Officer
Manager

Administrative

The team provides integral management of the groups’ affairs, enabling work processes to operate seamlessly.

Investment Support Specialist
Investment Support Specialist

Technology

The technology team is building a world-class platform and applications to analyze investments and manage risk.

Applications Engineer
Senior Director

Governance

The Investment Management Group reports to the Chief Executive Officer of Kamehameha Schools. We have autonomy to operate within the strategic policies set by the Kamehameha Schools Board of Trustees.

Additionally, the Investment Management Group and the Kamehameha Schools’ Board of Trustees benefit from the counsel of an Investment Advisory Committee comprised of two Trustees and seven external advisors.

  • Robert Nobriga, Trustee
  • Crystal Kauilani Rose, Trustee
  • Constance Lau
  • Matthew Lincoln
  • William “Bill” Reeves
  • Brian J. Doyle
  • Keith Ferguson
  • Mark Agne