Pennsylvania State University

Generated outreach message alignment report
1. You maintain an Opportunistic sleeve explicitly for hedge funds/absolute‑return strategies with little market sensitivity (beta).
Our concentrated, high‑conviction strategy targets low correlation and absolute returns, making us a fit for your Opportunistic allocation.
Evidence
“Opportunistic Public and Private, Equity and Debt, strategies that are expected to achieve absolute returns over longer periods of time... include multi-asset class strategies as well specific hedge fund and private strategies that exhibit little market sensitivity (beta) to the other asset groupings.”
2. You actively hire third‑party external managers through OIM/PSIC oversight.
As a boutique, owner‑managed firm, we fit your external manager model and can align to your due‑diligence process and guidelines.
Evidence
“Approve the hiring of new external investment managers.” “Identify third-party investment managers best suited to execute investment strategies approved by PSIC and perform appropriate due diligence. Provide written recommendations to PSIC for the hiring of investment managers and partnerships.”
3. Your equity program and benchmarks are global and include Emerging Markets exposure.
We run a global, high‑conviction portfolio with dedicated emerging markets capability, aligned to your MSCI ACWI IMI framework and EM openness.
Evidence
“Public Equity - Global, US, Developed Non-US, Emerging, and other publicly traded equity strategies.” “Strategic Allocation Benchmark (SAB) 61% MSCI ACWI IMI...”
4. You are comfortable allocating via commingled/pooled vehicles with defined redemption terms.
We offer commingled fund access with institutional liquidity terms, matching your pooled structure preference and redemption framework.
Evidence
“This commingled pool operates much like a mutual fund.” “Public funds are commingled investment structures that are publicly listed and whose valuations are readily available.” “Private Funds With Redemption Ability... Various 2-90 days”
5. You evaluate managers on long‑term, net‑of‑fees performance with success measured over 10‑year horizons.
Our long track record and net‑of‑fees focus align with your decade‑long evaluation window and emphasis on durable results.
Evidence
“Performance results will be monitored and evaluated quarterly. However, the success in achieving the objective will be measured on a ten-year annualized basis as well as longer annualized time periods.” “These annualized investment returns are net of investment manager fees and investment expenses.”
6. You engage with founder‑led, entrepreneurial investment firms.
We are an owner‑managed, entrepreneurial team—consistent with the founder‑led managers you work with.
Evidence
“BD8 Capital Partners, LLC Blake Gall, CFA (2027) Founder and President” “MicroPlusPlus Investment Management J. Alex Hartzler (2026) Managing Partner and Founder”
7. You maintain significant public equity exposure and permit both long‑only and long‑short mandates.
Our concentrated best‑ideas approach—available in both long‑only and long‑short formats—fits your public equity sleeve and mandate flexibility.
Evidence
“Equity Long-only, long-short equity, and other strategies that are traded in public markets.” “The Penn State endowment portfolio is broadly diversified, with 19.6 percent in fixed income... 37.0 percent in public equities (Global, U.S. and non-U.S.); and 18.0 percent in private equity.”