University of Arkansas

Generated outreach message alignment report
1. You delegate portfolio implementation to Cambridge Associates and external managers.
As an entrepreneurial, high-conviction external manager with a long track record, we can plug into an OCIO-led process (via CA) and complement your roster with a focused, low-correlation mandate.
Evidence
“In January 2010, the University of Arkansas Investment Committee approved an agreement which delegated authority to the UA Foundation to manage university funds held in the pool.” “The agreement also delegated to the UA Foundation authority for further delegation of portfolio implementation decisions to one or more investment managers... In January 2010, the UA Foundation entered into such an agreement with Cambridge Associates, LLC.”
2. You actively allocate to hedge funds/absolute return strategies.
Our concentrated, low-correlation hedge strategy fits within your Hedge Equity/Absolute Return buckets and is designed to preserve capital while compounding over time.
Evidence
“HEDGE FUND $ 767,963 $ 624,790 Hedge Equity 767,963 624,790” “Absolute Return 5 3.36” “Limited partner interests in private equity and other partnerships and hedge fund investments are included in Level 3 and are valued using the individual investment manager’s reported estimates of fair value...”
3. You maintain a significant international equity allocation and use commingled international funds.
Our global mandate (with emerging markets capability) and concentrated best-ideas portfolio can complement your non-U.S. equity exposure and add differentiated alpha.
Evidence
“International Equity 24 6.77” “Commingled Funds: U.S. Equity 318 199 119 International Equity 52 52”
4. You target a 7%+ net return for the plan.
Our high-conviction, alpha-driven approach aims to contribute to your long-term return objective while maintaining a differentiated risk/return profile versus broad equity beta.
Evidence
“Total Real Rate of Return 4.94 % Plus: Price Inflation—Actuary’s Assumption 2.50 Net Expected Rate of Return 7.44 %” “A single discount rate of 7.00% was used to measure the total pension liability... based on the expected rate of return on pension plan investments of 7.00%.”
5. You are comfortable investing through external pooled vehicles with defined liquidity terms.
We offer a commingled LP structure with clear redemption and notice provisions, aligning with your governance around liquidity and NAV-based vehicles.
Evidence
“INVESTMENTS MEASURED AT THE NAV... Total Return Pool $128,409 — Daily 0–30 days; UA System Short-Intermediate Pool $23,679 — Daily 0–3 days.” “A one-week notice is required for redemptions over $1 million... requirement for 30-days written notice if total withdrawals will exceed $25 million in any 30-day period.”
6. You emphasize prudence and capital preservation alongside income.
Our risk-managed, low-correlation equity approach is built to protect capital in drawdowns while compounding over the long term—consistent with your fiduciary priorities.
Evidence
“In making investments, the fiduciaries shall exercise the judgment and care... not in regard to speculation, considering probable safety of capital as well as probable income.”
7. You use alternatives and real assets for diversification.
Our strategy can serve as a diversifying, low-correlation return stream within your Alternatives/Absolute Return sleeve to enhance portfolio resilience.
Evidence
“Alternatives 5 4.8 Real assets 15 4.5”