Institutional Investment Solutions

For Professional Investors

KNA Capital’s Core Equity portfolio is a concentrated (15-20 holdings), long-only developed markets strategy focused on owning quality businesses acquired at attractive prices.

The strategy is deployed through a separately managed accounts structure, providing you with transparency and liquidity.

The Core Equity strategy is built on a foundation of deep research, disciplined portfolio construction, and a long-term perspective. We partner with institutions seeking thoughtful, value-oriented investment solutions.

Our Institutional Approach: Investing in Businesses, Not Trading Tickers

At KNA Capital, we believe the fruits of investing are found through rigorous fundamental analysis and patient ownership. We are not market timers or speculators. Our approach is designed to generate sustainable, risk-adjusted returns for our institutional partners.

This means:

  • Deep Fundamental Research: KNA Capital conducts in-depth due diligence, focusing on business quality, competitive advantages (“economic moats'“), and management excellence.

  • Long-Term Value Investing: We seek to acquire ownership stakes in high-quality businesses at attractive valuations and hold them for the long term, allowing their intrinsic value to compound.

  • Disciplined Portfolio Construction: Portfolio weights are determined by a mix of quality evaluation and valuation considerations. We aim for a balance between conviction and humility.

  • Transparent Reporting & Communication: We provide our institutional clients with clear, comprehensive reporting and maintain open communication regarding portfolio performance and investment strategy.

Who We Serve: Institutional Investors Seeking Long-Term Partnership

Our services are designed for:

  • Endowments and Foundations

  • Pension Funds

  • Family Offices

  • Sovereign Wealth Funds

  • Other Sophisticated Institutional Investors

Who seek:

  • A long-term investment partner with deep experience in analyzing competitive advantages and management quality.

  • Regular communication with and from the portfolio manager.

  • A commitment to transparency, integrity, and alignment of interests.

  • Investment strategies tailored to their specific objectives and risk tolerance.

What We Don't Offer: Short-Term Speculation

KNA Capital is not the right fit for institutions seeking:

  • Short-term trading strategies or market timing.

  • Investments in speculative assets or emerging markets.

  • Highly-diversified or highly-concentrated (3-5 positions) investment products.

Let's Discuss Your Institutional Investment Needs

If you are a professional investor seeking a long-term partner committed to thoughtful, value-driven investment strategies, we invite you to learn more by clicking the button below.

Please indicate your interest in receiving an institutional presentation in the comments box on the following page.