Makalu Convex
Balanced Portfolio — Moderate Risk, Relatively High Return
"The essence of investment management is the management of risks, not the management of returns." — Benjamin Graham
A balanced, medium-risk portfolio designed for investors who seek a disciplined blend of capital appreciation and income generation. By systematically allocating across equities, mutual funds, and fixed income instruments, Makalu constructs a diversified portfolio that targets consistent returns while systematically managing downside exposure.
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Growth at a Reasonable Price (GARP) — Blends value discipline with growth orientation — identifying companies with strong fundamentals that are available at fair or discounted valuations.
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Balanced allocation engine — Continuously monitors equity-to-fixed-income ratios and initiates rebalancing when allocations deviate beyond defined thresholds, ensuring risk consistency.
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Multi-asset optimization models — Assesses correlation structures across equities and fixed income instruments to maximize the portfolio's efficient frontier positioning.
RISK CONTROL — SIX-POINT FRAMEWORK
Minimizing risk relative to excess return targets, adjusting allocations to prevailing market conditions, eliminating speculative practices, minimizing trading costs, avoiding wash sales, and capping per-position exposure.
Moderate risk, balanced capital appreciation