Endowment Funds - Managers’ Styles
Professional managers actively invest the university's endowment assets. Manager selection is structured to enhance the probability of meeting the fund's objectives. Where possible, different and complementary strategies of investing are employed.
The table below identifies the investment style of each of the university's managers.
| Investment Style | Investment Manager |
|---|---|
| Global equity: MSCI World Index |
BlackRock Institutional Trust Co. |
| Global equity: Growth |
Baillie Gifford & Co. |
| Global equity: Core | MFS Institutional Advisors |
| Global equity: Growth |
Walter Scott & Partners, Ltd. |
| Global equity: Value |
Wellington Management Co. |
| All Cap. U.S. value stocks | GAMCO Investors |
| Small cap. U.S. growth stocks | Artisan Partners |
| International equity: Small cap. | Mondrian Investment Partners |
| International equity: Small cap. | Pyramis Global Advisors |
| Emerging markets equity | Capital Guardian Trust Company |
| Emerging markets equity | Eaton Vance-Parametric |
| Alternative investments: Absolute return | Bridgewater Associates |
| Alternative investments: Absolute return | Ramius Advisors |
| Alternative investments: Hedge fund of funds |
Corbin Capital |
| Alternative investments: Hedge fund of funds | EnTrust Capital |
| Alternative investments: Private equity | Cerberus Series Four |
| Alternative investments: Private equity | Crosslink: Crossover Funds V and VI |
| Alternative investments: Private equity | JF Lehman: Equity Funds II and III |
| Alternative investments: Private equity | MidOcean Partners III-A |
| Alternative investments: Private equity | Newbury Equity Partners II, L.P. |
| Alternative investments: Private equity | Oakwood Medical Investors V |
| Alternative investments: Private equity | Quadrangle Capital Partners II |
| Alternative investments: Private equity | RiverVest Fund II |
| Alternative investments: Private equity | Sheridan Production Partners II, L.P. |
| Alternative investments: Private equity | Thompson Street Capital: Funds II and III |
| Alternative investments: Private equity | Vectis Life Sciences: Funds I and II |
| Alternative investments: Private equity | Vestar Capital Partners: Funds V and VI |
| Alternative investments: Private equity | Warburg Pincus Private Equity X |
| Alternative investments: Private equity | Welsh, Carson, Anderson & Stowe: Funds X and XI |
| Real estate | Blackstone RE Special Situations Global |
| Real estate | Contrarian Distressed RE Debt Fund II, L.P. |
| Real estate | CrossHarbor Institutional Partners II, L.P. |
| Real estate | Oaktree RE Opportunities V |
| Real estate | RREEF America II |
| Real estate |
TA Associates: Funds V and VIII |
| Global fixed income | Capital Guardian Trust Company |
| Global fixed income | PIMCO |
| TIPS (Treasury Inflation-Protected Securities) | NISA Investment Advisors |
| TIPS (Treasury Inflation-Protected Securities) | PIMCO |
| High yield/bank loans | Oaktree Capital |
| High yield/bank loans | Shenkman Capital |
| Emerging markets debt | Capital Guardian Trust Company |
| Emerging markets debt | Wellington Management Company |
Reviewed 2012-12-20.