Brandeis University

Generated outreach message alignment report
1. You maintain a sizable hedge fund allocation and explicitly back hedged strategies (including long/short) with manager discretion.
Our high-conviction, low-correlation long/short approach fits your hedge fund bucket and your preference for active, flexible mandates managed by external specialists.
Evidence
“Equities 20-60% Hedge Funds 20-50% Real Assets 0-25% Fixed Income 5-30%” “Hedge funds – long/short 207,638 - - - 207,638” “Hedged strategies involve funds whose managers have the authority to invest in various asset classes at their discretion, including the ability to invest long and short.”
2. Your policy benchmark and allocations reflect a global orientation (explicitly referencing MSCI ACWI) and material non‑U.S. equity exposure.
Our global mandate and emerging markets capability can complement your ACWI‑aware framework and existing non‑U.S. allocations with differentiated, idiosyncratic alpha.
Evidence
“The Policy Benchmark is 70% * (2/3 MSCI ACWI + 1/3 S&P 500) + 20% T-Bills + 10% 10-year Treasuries.” “Non-U.S. equity 167,006 - - - 167,006” “The portfolio includes investments across a wide variety of asset categories and geographies.”
3. You prioritize diversification with strong returns at lower risk, seeking resilience across market environments and asymmetric return profiles.
Our concentrated, risk-managed approach targets excess returns with less market beta and low correlation, aiming to provide downside protection and portfolio resilience.
Evidence
“The Brandeis University Endowment Fund is committed to maintaining a diversified portfolio capable of generating strong returns with lower risk over a long-term horizon.” “Creating a portfolio with the ability to weather all market environments.” “Generating asymmetric returns relative to risk.”
4. You keep a concentrated roster of managers and favor long-term partnerships with low turnover.
As an entrepreneurial, owner-managed boutique running a concentrated best‑ideas portfolio, we align with a selective, relationship‑oriented approach and long-duration capital.
Evidence
“The investment office balances using a concentrated number of portfolio managers with maintaining sufficient diversification to mitigate volatility at the total portfolio level...” “The office strives to develop long-term relationships with investment partners, resulting in low portfolio turnover.”
5. You actively research new managers and opportunity sets.
This openness is conducive to considering smaller, high-conviction boutiques with differentiated, low-correlation return streams and long practitioner track records.
Evidence
“The investment office is focused on conducting deep primary research on existing as well as new managers and opportunity sets.”
6. You are comfortable allocating to pooled institutional/alternative funds with NAV reporting, standard notice periods, and lock-ups.
Our hedge fund vehicle aligns with your tolerance for NAV-based reporting and typical quarterly/annual liquidity with reasonable lock-ups.
Evidence
“In addition to equity and fixed income investments, the University may also hold shares or units in institutional funds and alternative investment funds.” “The University’s interests in alternative investment funds are generally reported at NAV reported by fund managers...” “Investments with monthly, quarterly or annual redemption frequency typically require notice periods ranging from 30 to 180 days.”
7. You emphasize long-term, inflation‑aware returns to support endowment spending within a long-term asset allocation framework.
Our long track record and focus on compounding through cycles can help meet multi‑year real return objectives while managing risk.
Evidence
“the average annual net total return over an extended period, after adjusting for inflation, is deemed sufficient to support the spending rate...” “the Investment Committee has adopted a long-term asset allocation policy.”