About Us
Makao means shark tooth in te reo and symbolises resilience.
Vision
Making advice affordable – for those that need it the most
Our Team
Who we are.
John Horrell, CFA, CAIA
Consultant and Founder
Noah Schiltknecht, CFA
Consultant and Founder
Tavis Graham
Investment Analyst
Core Values
Our core values guide our every move.
Integrity
We reward the trust that clients put in us by giving them objective advice. We want our reputation to be the driving force of our success as a business.
Transparency
We explain and document our advice in a concise and understandable language. We want our clients to know what they pay for and appreciate our value creation.
Humility
When faced with uncertainty we remain open to new ideas and are modest about our understanding. We want to be approachable and easy to deal with.
Investment Beliefs
Our values are apparent in our investment beliefs.
Investing without a process is like driving without your seat belt on
- ensure your governance structure is fit for purpose
- use a systematic framework for modelling expected returns
- prioritise investment opportunities with a strong process
Understanding the ingredients will give you a healthy experience
- account for similar exposures across your portfolio
- seek evidence of ESG integration and engagement
- always include fees, tax and inflation in your analysis
No one has the perfect crystal ball
- be prepared for a variety of scenarios
- improve diversification with offshore investments
- use diligence and discipline when making tactical decisions