Claremont Mckenna

Generated outreach message alignment report
1. You use hedge funds specifically to reduce equity volatility and target positive, stable absolute returns.
Our concentrated, low-correlation global strategy is built to dampen equity beta and deliver steady absolute returns—directly aligning with how you use hedge funds in the endowment.
Evidence
“The hedge fund allocation is intended to reduce risk by mitigating volatility of the equity markets and targets positive and stable absolute returns.”
2. You actively allocate to long/short and absolute return strategies and allow managers to use shorting and derivatives within funds.
As an entrepreneurial, high-conviction hedge fund comfortable with selective shorting and risk management tools, we fit the toolkit you already employ for return and diversification.
Evidence
“Private investments: Long/short equity 90,965 - $ 1 to 36 months 60 to 90 days (2)” “Absolute return 161,744 6,281 3 to 12 months 60 to 90 days (2)” “Securities sold short - 34,242 - - 34,242” “Certain investments held by the College may include derivative i nstruments as part of their investment strategy, but the College does not invest directly in derivatives.”
3. You maintain a materially global program across equities and fixed income and include global long/short vehicles.
Our global mandate (with EM capability) and concentrated best-ideas approach can complement your existing global exposures and fit within your global long/short sleeve.
Evidence
“Global equity 786,005 728,309” “Global fixed income 83,446 110,780” “(2) This category includes investments in global long/short, event driven, diversified arbitrage, distressed securities, and other multi-strategy hedge fund vehicles.”
4. You prioritize long-term capital appreciation/total return over current income and are comfortable relying on realized gains for spending.
Our high-conviction, owner-managed strategy focuses on long-term compounding and realized alpha—well suited to support a spending policy centered on appreciation.
Evidence
“The College follows an investment policy which anticipates a great er long-term return through investing for capital appreciation and accepts lower current yields from dividends and interest.” “If the ordinary income portion of pooled investments return is insufficient to provide the full amount of investment return specified, the balance may be appropriated from realized gains of the pooled investments.” “The debt funds serve as a deflation hedge for the portfolio, while the equity allocation seeks total return and growth.”
5. You allocate via LPs and commingled funds and rely on manager-reported NAVs, emphasizing transparency in valuation methods.
As a boutique manager with robust reporting and valuation transparency, we fit your preference for LP/commingled structures with clear, monitorable NAV reporting.
Evidence
“Investments in hedge funds, private equity funds, other private investments, and certain investment funds focused on domestic and international equities and fixed income are held primarily through limited partnerships and comingled funds for which fair value is estimated using net asset value (NAV) reported by fund managers as a practical expedient.” “The College reviews and evaluates the values provided by the investment managers and agrees with the valuation methods and assumptions used in determining the fair value of the investments.”
6. You favor managers with reasonable liquidity—most funds without significant redemption restrictions and typical 60–90 day notice periods.
We offer periodic liquidity consistent with your practice (e.g., quarterly with 60–90 day notice), making integration operationally seamless.
Evidence
“Most funds have no significant redemption restrictions in place.” “Private investments: Long/short equity 90,965 - $ 1 to 36 months 60 to 90 days (2)” “Absolute return 161,744 6,281 3 to 12 months 60 to 90 days (2)”
7. You are comfortable investing in limited partnerships where principals are owner-operators/affiliated, suggesting openness to entrepreneurial, partner-owned managers.
As an owner-managed, entrepreneurial firm, we align with your demonstrated comfort working with partner-led LP structures.
Evidence
“The College holds investments in certain limited partnerships in which certain members of the Board of Trustees are limited partners or are affiliated with management of the related partnerships.”