Oberlin College

Generated outreach message alignment report
1. You maintain a meaningful absolute return sleeve and actively allocate to hedge fund strategies (including long–short equity).
We run a concentrated, high-conviction absolute return strategy with low correlation and a long track record—directly aligned with your dedicated absolute return allocation and stated use of hedge fund approaches.
Evidence
“Absolute return 20 16” “Oberlin College’s endowment has a highly diversified portfolio with allocations to hedge funds...” “Returns are achieved using various strategies including market neutral, long- short equity, credit, event driven, commodities, multi-strategy, and global macro strategies.”
2. You emphasize diversification, low correlation, and minimizing downside volatility.
Our low-correlation return profile and risk-managed approach are designed to reduce volatility and protect capital while compounding over the long term.
Evidence
“returns and reduce volatility by exploiting market inefficiencies.” “The College seeks to minimize downside volatility and other risks while maximizing returns.” “Oberlin’s endowment has a highly diversified portfolio”
3. You run a global public equity program with a dedicated emerging markets allocation.
Our global mandate and EM capability fit your developed and emerging markets sleeves, and our concentrated best-ideas approach can complement existing managers.
Evidence
“Developed Markets Equity 27.0% 27.3%” “Emerging Markets Equity 9.0% 8.6%” “The College invests in public equity securities in various geographical areas including U.S. as well as developed and emerging markets.”
4. You prioritize portfolio liquidity (about half redeemable within a quarter) and have recently increased liquidity; you accept quarterly redemption terms.
We offer institutional liquidity terms (e.g., quarterly with notice) and manage capacity to fit your liquidity profile without sacrificing alpha.
Evidence
“Fund liquidity is daily, monthly, quarterly, annually, and greater than one year, with approximately 50% of the net asset value being accessible within one quarter or less.” “The Investment Committee has increased liquidity in the endowment in recent years to avoid the risk of being forced to sell securities in highly distressed markets.” “Developed markets equity $ 309,133 $ - Quarterly 5 - 90 days”
5. You regularly hire external managers through LPs/LLCs/commingled vehicles and expect third-party admin with NAV-based reporting.
We are an owner-managed firm with institutional operations—independent admin, audited financials, and commingled LP structures that align with your governance and reporting standards.
Evidence
“The committee... is authorized to delegate certain responsibilities to... external investment professionals.” “Public equity securities are owned either directly by the College or indirectly through investments in limited partnerships, limited liability companies, commingled vehicles...” “Nearly all of the valuations reported by alternative investment managers rely upon third- party administrators to objectively value positions and calculate net asset value.”
6. You are comfortable with managers using listed derivatives/futures and emphasize counterparty risk mitigation.
Our strategy uses exchange-traded derivatives to manage exposures and hedge risk, aligning with your preference for futures and robust counterparty controls.
Evidence
“The College utilizes derivative financial instruments... Futures contracts are used to maintain asset class exposures... as well as to obtain exposure to movements in equity prices.” “Futures contracts provide reduced counterparty risk to the endowment since futures are exchange-traded... the clearinghouse... guarantees the futures against default.”
7. You emphasize long-term, benchmark-beating performance and top-quartile multi-period results.
We have a long track record and high-conviction process focused on durable, benchmark-exceeding returns that compound across cycles.
Evidence
“In fiscal year 2025... continued top quartile rankings across the institution’s peer group in the one, five, and ten-year measurement periods.” “The objective is to achieve a total return that exceeds a weighted average of individual asset class benchmarks as defined.”