Kohala Capital Partners Selects tru Independence Platform

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  • April 15, 2016

PORTLAND, Ore., April 4, 2016 /PRNewswire/ — tru Independence announced today that Kohala Capital Partners has selected the tru Independence platform to provide back-office support for the firm. Kohala Capital Partners is an emerging investment management firm that provides services to both institutional and high-net-worth investors utilizing a Small-Cap Core equity strategy.

“Kohala Capital Management joins the tru Independence community as a high-quality money management firm positioned to grow,” said Eric Warlick, Managing Partner, tru Independence. “We are pleased to welcome their talented team onto our platform and eager to support that growth.”

Kohala Capital Partners is based in Portland, Oregon. The firm was founded in October 2011 by Managing Directors Gaylord Lyman and Thierry Wuilloud. Prior to launching Kohala, Lyman and Wuilloud were members of the investment team at Becker Capital Management. The Kohala investment team also includes Managing Director David Jellison, who was previously a member of the investment teams at Columbia Management Company and RCM Capital Management. Collectively, the team possesses over 50 years of combined small-cap investment experience.

The firm’s Small-Cap Core strategy is based on the belief that stocks can experience pricing inefficiencies when investors attempt to process new or changing information. Given its philosophy, the Kohala team focuses on quality companies and seeks to invest in them only after negative changes in investor sentiment have caused significant price disruption, pricing the security below its longer-term intrinsic value. Kohala’s strategy targets high-quality, low-expectations situations, and generates alpha based on fundamental improvements and resulting changes in investor sentiment of its holdings.

“The team at tru Independence shares the entrepreneurial spirit that complements our culture at Kohala Capital Partners,” said Lyman. “Their operational expertise, best-in-class resources and robust technology solutions make them the ideal partner with whom to align to serve our existing business needs as well as support our future growth opportunities.”

tru Independence provides the open-architecture platform and supporting resources that wealth managers and other financial services firms need to establish and operate their own independent businesses.

For media inquiries, please contact Tony Kono at (646) 922-7767 or tkono@jconnelly.com.

About Kohala Capital Partners

Kohala Capital Partners, LLC is an emerging investment management firm serving the needs of institutional and high-net-worth investors. We focus our investment activities on the U.S. small-cap market, a segment of the market where inefficiencies create opportunities to deliver alpha from our active management style. For more information, visit www.kohalacap.com.

About tru Independence

Through uncompromising investment in people and technology, tru Independence delivers a premier consulting and services platform for wealth management firms seeking independence. The firm diligently focuses on and invests in three core disciplines—investment consulting, business consulting and new business development.

To deliver unrivalled excellence, tru Independence leverages key relationships by outsourcing to the best providers and platforms. The company’s consultative process is defined by simplicity, clarity and transparency, grounded on the belief that its partners can best control their future by owning the equity of their firms. Drawing upon decades of industry experience, tru Independence is committed to ensuring that its partners maximize their enterprise value. For more information, please call (971) 371-3444 or visit us at www.tru-ind.com.

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