UC San Francisco

Generated outreach message alignment report
1. You’re actively forging partnerships with top investors nationally and around the world—showing openness to globally oriented managers.
A globally flexible, entrepreneurial, concentrated manager with emerging markets capability fits a mandate that values international partnerships.
Evidence
“Building on UCSF’s past success in developing transformative alliances, the Investment Company will forge strong partnerships with top investors nationally and around the world.”
2. You prefer exceptional external partners who are fundamentals-driven and avoid short‑term trend chasing.
A high‑conviction, concentrated, owner‑managed fund focused on intrinsic value aligns with a fundamentals-first, long‑term partner profile.
Evidence
“work with exceptional partners who share our focus on investment fundamentals and avoid chasing short-term trends.”
3. In public equities, you emphasize cash‑generative, undervalued companies and avoid speculative exposures.
A concentrated best‑ideas portfolio focused on quality, cash flow, and valuation is directly aligned with this preference.
Evidence
“Public equities: A focus on companies that generated consistent cash flow and were undervalued, while avoiding more speculative companies.”
4. You allocate to risk‑reducing and diversifying strategies to prepare for unpredictable markets and seek favorable correlation characteristics.
A low‑correlation return profile from a differentiated, high‑conviction global strategy supports your diversification and downside‑management goals.
Evidence
“Risk management: Risk-reducing strategies in a portion of the portfolio, in preparation for unpredictable markets.” “Allocators are increasingly drawn to its diversification and correlation characteristics across all market regimes.”
5. You measure success over many years and aim to build an all‑weather portfolio that preserves purchasing power while meeting current payouts.
A manager with a long track record and disciplined risk management can contribute durable, compounding returns aligned with an all‑weather, multi‑decade objective.
Evidence
“We aim to build an “all-weather” portfolio and measure success over many years rather than focusing on year-by-year results” “Each pool has a long-term investment approach aimed at preserving purchasing power for successive generations while ensuring payout for the University’s immediate needs.”
6. You value robust, research‑driven investment processes and are open to innovative approaches.
An entrepreneurial manager with a rigorous research framework—and a clear, repeatable process—fits your emphasis on evidence‑based portfolio construction.
Evidence
“A robust research-driven process underlies the key predictors, portfolio construction and execution of systematic global macro — and the strategy is also harnessing AI and machine learning inputs.”