University of Florida Foundation

Generated outreach message alignment report
1. You maintain a sizable, ongoing allocation to hedge strategies and invest through third-party hedge funds with LP-style liquidity.
A concentrated, high-conviction, low-correlation hedge fund can slot into this sleeve and meet your accepted liquidity profile (e.g., monthly/30 days).
Evidence
“Hedge strategies 527,655,691 482,344,462” “Redemptions are limited at the discretion of the general partner (UFICO) to the extent any limitations are imposed by any of the underlying third-party managed funds.” “Monthly 30 days”
2. You allocate meaningfully to global equities and expect underlying managers to manage/absorb FX risk.
A global, emerging-markets-capable manager that actively handles currency risk can align with your practice of letting managers manage FX within the mandate.
Evidence
“Global equities 1,131,750,705 756,825,254” “As of June 30, 2025 and 2024, the Foundation’s assets were held in U.S. currency; the currency risk on international and global assets is absorbed by the underlying investment managers.”
3. Your endowment targets at least a 5% real return net of fees and is designed to tolerate interim volatility to achieve long-term results.
A high-conviction, concentrated strategy with a long track record and low correlation profile is built for long-term, net-of-fee real return objectives, even if near-term volatility is part of the journey.
Evidence
“The Foundation’s investment objectives are to provide an annualized real rate of return, net of fees, of at least 5.00% in order to preserve, or increase, the purchasing power of endowment capital...” “This policy is designed to tolerate volatility in short- and intermediate-term performance.”
4. You invest via external pooled vehicles (LPs) that allocate to third-party managers and are measured at NAV.
An entrepreneurial, owner-managed boutique hedge fund offered in LP form fits your established approach to accessing external managers through commingled structures.
Evidence
“(1) Consists of investments in two limited partnerships managed by UFICO. See Limited Partnerships section.” “Investments measured at the net asset value (NAV): Private equity investments - UFICO limited partnerships(1) 2,679,297,429 Total investments $ 2,741,946,814” “Redemptions are limited at the discretion of the general partner (UFICO) to the extent any limitations are imposed by any of the underlying third-party managed funds.”
5. You emphasize benchmark-beating performance and alpha generation.
A concentrated best-ideas, low-correlation strategy with a demonstrated ability to outperform global benchmarks can contribute differentiated alpha to the endowment pool.
Evidence
“University of Florida Foundation’s $2.7 billion endowment pool posted a net 12.1% return for the fiscal year ended June 30, outperforming its primary benchmark return of 7.4%.”
6. You are cost-conscious and focus on net-of-fee outcomes.
A boutique manager who prices capacity responsibly and delivers clear net-of-fee alpha can align with your fee sensitivity and real-return mandate.
Evidence
“Annualized fees charged were 0.12% and 0.14% for the years ended June 30, 2025 and 2024, respectively.” “The Foundation’s investment objectives are to provide an annualized real rate of return, net of fees, of at least 5.00%...”