Santa Clara University

Generated outreach message alignment report
1. You actively allocate to external managers and prefer LP/commingled fund structures with NAV reporting.
As an entrepreneurial, owner-managed boutique with a concentrated, best-ideas fund available via standard LP/commingled vehicles and full transparency, we fit your established external manager model.
Evidence
“chooses dozens of external investment managers to help SCU achieve the growth it will need to support its mission now and for generations to come.” “The majority of the University’s investments are held through limited partnerships and commingled funds for which fair value is estimated using net asset value (NAV) reported by fund managers as a practical expedient.” “The University requires its investment managers to follow the University’s investment policy, and the investment managers are subject to periodic review by the University’s investment committee.”
2. You maintain a sizable hedge fund allocation, including equity hedge strategies, and accept quarterly liquidity with lock-ups/gates.
Our high-conviction, low-correlation hedge fund with quarterly liquidity aligns with your alternatives program and redemption terms.
Evidence
“Hedge funds 552,057 505,954” “Hedge funds: Equity 83,721 — quarterly 90-135 days” “The University holds investments in public equity and commingled funds that are subject to soft lock-up periods and gates that may limit and effect the University’s ability to redeem.”
3. You have explicit appetite for global/international equity exposure and even a ‘Global opportunistic’ mandate.
Our global mandate (with emerging markets capability) and concentrated best-ideas approach can complement your international allocations and fit within an opportunistic sleeve.
Evidence
“Commingled funds: International equity 110,593 — — — 110,593” “Equity holdings: Domestic — 478 — — 478 Global — 56,219 — — 56,219” “Global opportunistic 4,164 — quarterly, n/a 90 days, n/a”
4. You emphasize maximizing long-term returns and highlight top-decile 10-year performance.
Our long track record and high-conviction, low-turnover process are designed to drive durable, long-horizon total returns.
Evidence
“By policy, the endowment must be invested in order to achieve the goals set forth by the donors or to meet other University aims, while maximizing long-term gains to meet or exceed the endowment’s annual payout.” “Top decile 10-year return among U.S. colleges and universities with endowments between $1 billion-$5 billion National Association of College and University Business Officers” “The SCU endowment has historically experienced strong growth and investment returns, growing an average of 9.6% a year over the last 10 years—the top quartile return among colleges and universities with $1 billion+ endowments in the United States.”
5. You seek diversified, low-correlation return streams with defined roles in the portfolio, including alternatives.
Our strategy’s low correlation and differentiated alpha profile can serve as a diversifier alongside your marketable equities and fixed income.
Evidence
“Maintain a diversified pool of assets (bonds, real estate, alternative investments) with specific roles in the portfolio, to ensure strength in various economic environments.” “The University’s investments are comprised primarily of a diversified portfolio of marketable equity securities, investment-grade debt and alternative assets.”
6. You require values-aligned investing (ESG/SRI exclusions) and full holdings transparency.
As an owner-managed boutique with a concentrated portfolio, we can honor explicit exclusion lists and provide position-level transparency to meet committee oversight needs.
Evidence
“The endowment office avoids investments in corporations that consistently practice forms of racial, ethnic, religious or gender discrimination, or have a track record of gross ecological violations, for example.” “The SCU Investment Committee has full transparency into the holdings of the endowment.”