Georgia Institute of Technology

Generated outreach message alignment report
1. You maintain explicit allocations to international developed and emerging market equities, and your policy permits EM exposure.
Our concentrated, global mandate with dedicated EM capability can fit a non‑US sleeve or complement an existing ACWI/EM basket with high‑conviction names.
Evidence
“International developed market equities 13.60 % 9.10 % ... International emerging market equities 3.90 % 11.10 %” “Permitted investments in the fund may include domestic, international and emerging market equities, domestic fixed income and global fixed income.”
2. You allocate materially to hedge funds and use limited partnership structures.
As an entrepreneurial, owner‑managed hedge fund with a low‑correlation return profile, we can slot into an alternatives/hedge fund bucket you’re already using.
Evidence
“Hedge Funds 750,790,000 — — — 750,790,000” “Hedge Fund Limited Partnerships — — — 20,000,000 918,482,000”
3. Your policy emphasizes improved returns with reduced volatility through diversification.
Our high‑conviction strategy targets equity‑like returns with low beta/correlation, designed to enhance portfolio outcomes without adding commensurate volatility.
Evidence
“The Fund is designed to provide improved return characteristics with reduced volatility through greater diversification.”
4. You are comfortable investing via commingled vehicles and do not require look‑through for pooled funds.
We offer institutional commingled LPs and can meet your reporting needs without requiring separate account infrastructure.
Evidence
“The Institute holds positions in the Georgia Fund 1 investment pool managed by the Georgia Office of the State Treasurer.” “The Institute does not "look through" the pool to report a pro rata share of the pool's investments, receivables, and payables.” “Investments of the Institute’s endowment funds are pooled, unless required to be separately invested by the donor.”
5. Your endowment is managed on a total‑return basis with a long‑term spending policy.
Our long track record and compounding, best‑ideas approach is built for multi‑year total return objectives that support a 3.5% spend and reinvest excess gains.
Evidence
“For endowment funds where the donor has not provided specific instructions, investment return of the Institute’s endowment funds is predicated on the total return concept.” “Annual payouts from the Institute’s endowment funds are based on a spending policy which limits spending to 3.5% of endowment's average principal market value over a twelve quarter period calculation.” “To the extent that the total return for the current year exceeds the payout, the excess is added to principal.”
6. Your portfolio shows a smaller allocation to international equities versus domestic.
A global, non‑US‑oriented high‑conviction strategy can diversify a US‑heavy equity book and add differentiated alpha sources.
Evidence
“Equity Securities - Domestic 459,862,000 ... Equity Securities - International 341,279,000” “Equity Mutual Funds - Domestic 469,650 ... Equity Mutual Funds - International 337,940”
7. You require managers to document a baseline index and report performance versus it, with explanations for any shortfalls.
We benchmark transparently (e.g., MSCI ACWI or cash‑plus for low‑beta aims) and provide detailed attribution and variance explanations, aligning with your oversight needs.
Evidence
“Any trading counterparties managing pools of funds must identify and document a baseline market index. The agreed upon and documented baseline market index can only be changed/revised with the written approval of GIT.” “Trading counterparties shall report the results of their investments against the agreed upon baseline index, as applicable, at least annually.” “Any performance results that do not meet the agreed upon baseline index must be overviewed and explained in a written document no later than 45 days after the close of the calendar year.”