Definition of Aumakua
In Hawaiian mythology, an ʻaumakua (/aʊˈmɑːkuːə/; often spelled aumakua) is a family god, often a deified ancestor manifested in the form of an animal such as a shark or an owl. A symbiotic relationship exists between person and ʻaumakua, the personal guardians of each individual and their family.
Aumākua are intimate members of the human family, spiritual relationships with them are especially close and their presence is sought for feast and festivity, as well as in time of crisis. They act as healers and advisors, counteracting troubles and punishing faults. The appearance of an animal one regarded as an ʻaumakua was often believed to be an omen (of good or ill). There are also many stories of an ʻaumākua intervening to save their descendants from harm.
Aumakua’s logo utilizes a unique image, combining two Maori symbols: the Koru, a sign of new beginnings, rebirth and rejuvenation and the Pikorua, which symbolizes the bond of trust and friendship between two people. Our goal at Aumakua is to foster a relationship built on a foundation of trust with our clients and to usher in a new beginning in their investment future.
Aumakua Capital Management manages assets for high net worth individuals and institutional investors, focusing on global investments with specializations in Asian and American markets. The firm utilizes the complementary backgrounds and prior working history of the principals to apply dynamic asset allocation and systematic risk management to generate absolute returns for our clients.
Information we think you ought to know
After updating friends and family (and investors too) regarding performance and views regarding the Corona Virus at the end of February, we have been fielding a consistent stream of emails and phone calls regarding market volatility. We thought it would be prudent to put our thoughts down on metaphorical paper and return to publishing on our website during these very unique times.
2019 will be a transitional year. Underlying fundamentals will continue to drive global growth, albeit at a slower pace, with valuations reflecting this adjustment in reality. We do not predict a recession, but a return to sanity as growth comes at a cost as we depart from the historic decade of nil level interest rates. Markets will become increasingly volatile in the mid term as it adjusts to the new equilibriums. There are several points we want to draw attention to in the coming year that will contribute to market movement:
How we make it work
Aumakua’s investment philosophy utilizes the unique background of its team. It combines top down quantitative and market oriented analysis with bottoms up fundamental research to yield a robust investment strategy while also employing the latest in cutting edge technology to meet the ever evolving market environment.
Aumakua is a multi-strategy platform. Our original strategy focuses on catalyst driven investments but analyzes them through the lens of a fundamental long short investor. It then employs a macro overlay to adjust overall fund risk in accordance with Aumakua’s views of market risks and portfolio exposures. Aumakua also offers an algorithmic strategy. This strategy employs a portfolio of tested algorithms with the singular focus of meeting a target risk/return profile while remaining market agnostic.
The wide berth of experience of the Aumakua team allows it to utilize an array of tools to achieve its target risk/return profile. Aumakua can confidently employ a variety of investment vehicles while also having the acumen to apply the best systems to monitor, assess and reallocate any portfolio.
Who we are
Mr. Jonathan Leong is a founding partner and Portfolio Manager at Aumakua Capital Management L.L.C.
Mr. Leong brings to Aumakua more than fifteen years of buyside experience in Special Situations, Event-Driven investments and Volatility trading, working in Los Angeles, Honolulu, and Hong Kong.
Prior to Aumakua, Mr. Leong co-founded Pivotal Investments Limited, where he served as vice president and managed several long/short and event portfolios. Previously, Mr. Leong worked as an analyst and trader at Evolution Capital Management in its special situations and volatility desks.
During his fifteen years in the hedge fund industry, he established an extensive network within the corporate and investment communities, held several board and board observation seats on private companies, and helped build and grow two successful hedge fund start ups.
Mr. Leong is a Charter Financial Analyst and has earned his Masters in Finance at Claremont McKenna College, he received his B.S. from Harvey Mudd College, where he double majored in molecular biology and economics. He holds teaching positions at Oregon State University and Claremont Graduate University.
Mr. Scott Huan is a founding partner and Portfolio Manager at Aumakua Capital Management L.L.C.
Mr. Huan brings to Aumakua more than fourteen years of experience in investment banking, global long only, and fundamental Long/Short, working on Wall Street and in San Francisco.
Prior to Aumakua, Mr. Huan was an investment analyst of global equities at Pacific View Asset Management. Previously, Mr. Huan worked as an investment associate at Seasons Capital Management, and as an Investment Banking analyst at J.P. Morgan in their TMT Coverage/M&A department.
During his fourteen years as an investment banker and buyside investor, he has developed deep relationships across Asia, aided in capital raising for various multinational companies, and helped build a successful long only spin out.
Mr. Huan has earned his masters in Finance at Claremont McKenna College, where he also received his B.A. double majoring in economics and international relations.
Mr. Avi Thaker is an Algorithmic Strategist at Aumakua Capital Management L.L.C.
Mr. Thaker brings to Aumakua a wealth of systematic short-term trading experience, in equities, futures, forex, and options.
Prior to Aumakua, Mr. Thaker interned at Goldman Sachs building automated trading strategies in equity and corporate bond markets. Previously, Mr. Thaker interned at Crabel Capital Management analyzing futures and at Broadcom designing high performance computer chips. Mr. Thaker also acted as the president of Harvey Mudd College’s investment club, which oversaw a portion of the Endowment’s funds.
During his nine years of trading, he has developed a portfolio of successful momentum based algorithmic strategies trading in US equities, ETFs, options, futures and forex. Mr. Thaker has also developed his own fully automated trading platform.
Mr. Thaker received his B.S, from Harvey Mudd College, where he majored in engineering.
Mr. Shane Ouchi is a Technology Advisor at Aumakua Capital Management L.L.C.
Mr. Ouchi brings to Aumakua a breadth of experience in evaluating early-stage markets specifically in finance, technology and startups.
Prior to Aumakua, Mr. Ouchi has focused on disruptive technologies in virtual reality (OTOY), cryptocurrency (NinePool, HybridBlock, SkyBlock) and IOTs / hospitality (KEYPR). Previously, Mr. Ouchi has functioned as a senior analyst focused on fixed income acquisitions at The Hankey Group. Mr. Ouchi had also co-founded MarketHeist, a digital marketing & consulting agency servicing retail brokers, trading firms and other financial groups. Mr. Ouchi began his career developing radar algorithms at Raytheon.
During his fifteen years in technology and finance, he has launched several products and developed deep ties to the startup community. Mr. Ouchi also trades equities, options and cryptocurrency markets.
Mr. Ouchi has earned a Masters in Electrical Engineering from University of Southern California, he received his B.S. from Harvey Mudd College where he double majored in engineering and economics.
Steve (Chin Shuai) Yap
Mr. Steve (Chin Shuai) Yap is an Analyst at Aumakua Capital Management L.L.C.