Makena Capital Management Llc is an investment advisor that manages 20.3 BN dollars in regulatory AUM and has 59 employees, of which 33 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to . The fund's latest filing disclosed 824MM in positions, representing 4% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MAKENA CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SNOW 19.34% Tech -39.31% -3.74% 0 0%
BLDR 7.66% Industrials -16.8% 0.38% 0 0%
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MAKENA CAPITAL Founders and Key Employees

Name Title In Position Since
Michael G. Mccaffery Managing Member & Chairman January-2006
William R. Miller Chief Operating Officer & Managing Director July-2006
William L. Mcgrath Chief Compliance Officer, General Counsel & Managing Director September-2011
Anne B. Storm Chief Financial Officer & Managing Director January-2012
David C. Burke Managing Member & Chief Executive Officer January-2006
Susan B. Meaney Managing Director February-2006
Jeffery J. Mora Managing Director May-2006
Eric B. Upin Managing Director March-2009
Luke J. Proskine Managing Director January-2012
James C. Gaither Vice-Chairman & Lead Director July-2006
Ng K. Song Director July-2009
Allan S. Bufferd Director July-2006
Robert L. Joss Director July-2006
William J. Kneisel Director August-2007
Condoleezza N. Rice Director January-2010
Peter F. Dolan Managing Director February-2014
Mike Tremmel Managing Director January-2015
William P. Getty Managing Director January-2015
Brian L. Rodde Managing Director January-2015
Joseph P. Dekker Managing Director January-2015
Michel A. Del Buono Managing Director January-2015
Richard C. Blanchard Managing Director January-2015

MAKENA CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
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Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro

MAKENA CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss A. Investment Strategies and Methods of Analysis
The following is a summary of the methods of analysis used by Makena, how investments are sourced by
Makena and some of the significant risks involved in investing in the Funds. Investors should carefully review the Governing Documents for the Funds for a more complete review of these issues.

Makena’s investment strategy with respect to the Endowment Funds is characterized by four main activities: strategic, long-term asset allocation; Portfolio Manager selection; tactical asset allocation; and active risk management. Makena’s investment strategy with respect to the Asset Class Funds is characterized by Portfolio Manager selection, active risk management and tactical portfolio construction (i.e. seeking to capture the optimal size and number of investments in each Asset Class Fund).

Makena adopts strategic, long-term asset allocation plans that ...
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MAKENA CAPITAL Portfolio Concentration


MENLO PARK, California

MAKENA CAPITAL Contact Information

Phone Number: 650-926-0510
Fax Number: 650-926-0513



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