Strategy & Advisors

The foundation of our approach is straightforwardwe buy into businesses which create value for customers, which in turn creates value for us as investors.

We generally prefer owning equity over debt, and we apply value analysis with a global scope. We also leverage technology to help us remain as agnostic as possible about our client's service providers. We are not compensated by anyone but our clients, and we defend our alignment of interests fiercely.

We also believe it's critical to have strategic exposure to both consumption and export oriented economies, and markets at varying stages of financial liberalization. By dovetailing investments with attractive valuations across these key factors, we build portfolios with meaningful diversity—not simply proliferation.

By maintaining patience during the allocation process and ongoing mindfulness towards risk, we seek out equity returns that are more resilient over time.

To learn more about the ongoing details of our strategy, please request our quarterly investment letters.

"You cannot see the Grand Canyon in one view, as if it were a changeless spectacle from which a curtain might be lifted, but to see it you have to toil from month to month through its labyrinths."

- John Wesley Powell

 

Advisor Backgrounds


Harold Hallstein

Harold A. Hallstein IV
Managing Partner
720-310-0605

Mr. Hallstein has been advising families and institutions on investment strategy and risk management since founding the Sankala Group in 2010.

Hal previously worked as a Fund Analyst for RCG Capital Advisors where he performed analytical, risk management, and operational functions for a long-short equity investment partnership. While there he also assisted with the launch of HedgeMark International, a separately managed account platform for alternative equity strategies that was ultimately acquired by BNY Mellon in 2014. Prior to RCG, he worked as a Research Analyst for Brighton House Associates, providing data and consultation to a variety of alternative asset management clients.

Hal began his career working as a Project Manager for Wisdom Publications, a non-profit publisher of Buddhist books. He currently serves on the board of directors for the Winter Wildlands Alliance, a national organization that advocates for the preservation of winter landscapes, educates children about winter ecology, and produces the Backcountry Film Festival.

Hal received his B.A. in 2003, magna cum laude, from Colby College in an independent regional study of Asia. He has been investing in global equity markets for 14 years and holds the Uniform Investment Advisor Law license.

www.linkedin.com/in/halhallstein/

Harold Hallstein

Thomas M. Denkenberger
Partner
720-549-3355

Thomas is a scientist in the field of finance. While his B.S. is in Biochemistry and Molecular Biology and his M.S. is in Molecular Biology, he found his true passion in wealth management. Prior to joining the Sankala Group, he focused on advanced portfolio design for private clients at Merriil Lynch. He started his career in finance in 2008.

Academically, Thomas received honors including the Evan Pugh Scholar Award, and the President Sparks Award, and the Barry M Goldwater Scholarship. His degrees are from Penn State ('04) and University of California (07') respectively.

Thomas believes in abundance and the power that each of us has to make a positive impact in the world. This has led him to become a supporter of the Effective Altruist Movement, which uses the scientific method to maximize the effectiveness of one's generosity. Using this framework, he works closely with clients to align their investments and charitable donations with their most deeply held values.

He is an active community member of the Unitarian Universalist Church of Boulder, a member of the Boulder chapter of Citizens Climate Lobby, and is a board member of the Boulder/Front Range Mensa group. Like so many Boulderites, Thomas loves hiking, backpacking and fishing.

Thomas holds both the Series 7 and 66 securities licences.

www.linkedin.com/in/thomasmdenkenberger



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