Strategy
Mission
As the sovereign wealth fund of the Ho-Chunk Nation, Twelve Clans, Inc. provides diversified business and investment resources for the future development of the Nation.
The Model
The corporation will establish a new standard for tribal holding companies through world class governance, thought leadership, and best-in-class investment management. The staff and board of directors will look to build first through private market investments, rather than through traditional public market securities.
Private Market Investments options include:
- Private Equity Funds – primarily small and mid-market, buy-out funds
- Real Estate Funds – focused in hospitality, corporate, multi-family housing, other institutional real estate class with multiple facilities in a variety of geographies.
These opportunities will lead to other investments in companies, either as co-investors (alongside other institutional investors) or as a direct owner as the capacity to manager directly evolves at Twelve Clans, Inc.
The Process
Twelve Clans team members identifydeals directly and through strategic market relationships. The goal is to engage with many fund managers toward working with best-in-class partners. Twelve Clans is a deliberate risk taker based upon sound, professional investment analysis. The company conducts preliminary diligence in-house and full, operational diligence in partnership with an experienced fiduciary resource.
Investment occurs routinely through commitments recommended for approval by the Investment Committee for formal approval by the Board of Directors.
Ongoing monitoring is conducted by staff and strategic fiduciary partners with routine reporting to the Investment Committee for any recommended action to the Board of Directors.
Transparency is vital for Twelve Clans, Inc. to maintain the confidence of the Nation. Quarterly reports are provided to the Legislature and an annual reporting of progress and standing are provided to all Nation members. In addition, routine reporting through communication channels, including social media, and meetings is provided.