University of Houston System

Generated outreach message alignment report
1. You maintain an explicit hedge fund allocation (target 5%, range 0–10%) and actively invest in hedge LPs.
We run a low-correlation, high-conviction hedge strategy in an owner-managed boutique with a long track record—built to complement an existing hedge fund sleeve.
Evidence
“• Hedge Funds 8.0 5.0 0.0 - 10.0” “HBK Multi-Strategy Offshore Fd 11,970,051.00 11,970,051.00 0.94% NA - limited partnership”
2. You target meaningful emerging markets exposure and already allocate to EM/Asia specialist managers.
We offer dedicated EM capability within a global mandate and can benchmark to EM or ACWI as needed—ideal for filling or upgrading EM exposure with a concentrated, best-ideas approach.
Evidence
“Emerging Markets 9.00% 5.20%” “Doddington Emerging Mkts - Cl 11,887,903.00 15,648,623.00 1.43% NA”
3. You back concentrated, ‘focused’ equity managers.
Our concentrated best-ideas portfolio aligns with this preference for high-conviction mandates.
Evidence
“Total Columbia Focused Large Cap 17,840,312.39 29,419,382.07 2.53%” “Total Granahan Focused SC Growth 22,181,470.20 32,088,732.60 2.52%”
4. You allocate to boutique/specialist managers and are comfortable with smaller tickets.
As a small-AUM, entrepreneurial firm, we can be a nimble, specialist complement—especially in capacity-constrained opportunities.
Evidence
“G97822103 Total DePrince Race & Zollo Small Cap Value 23,602,703.29 23,164,016.29 1.82%” “Binary Capital Fund Ii 58,178.77 76,229.00 0.01% NA - limited partnership”
5. You are an active user of external managers via commingled funds and limited partnerships (including offshore).
Our hedge fund structure and operations are set up to slot seamlessly into LP/commingled frameworks you already use.
Evidence
“As displayed in Note 3, the fair value of Externally Managed Investments is: Domestic – $269,777,945.91 and International – $262,041,029.89” “HBK Multi-Strategy Offshore Fd 11,970,051.00 11,970,051.00 0.94% NA - limited partnership”
6. You manage a truly global equity program and hire ACWI-oriented managers.
We run a global, international-forward mandate (with EM capability) and can be benchmarked to ACWI or regional indices as preferred.
Evidence
“Global Equit y U.S.A. 18.00% 4.40% Non-U.S. Developed 13.00% 4.20% Emerging Markets 9.00% 5.20%” “Arrowstreet Global Equity Acwi 58,503,495.20 91,496,688.24 7.18% NA”
7. You allocate to diversifying, low-correlation strategies (risk parity and sizable alternatives).
Our return stream is designed to be less correlated to broad beta, complementing your diversifiers while still targeting strong absolute returns.
Evidence
“Risk Parity 8.00% 4.00%” “Alternative Investments 963,069,160”
8. You have a long-term, return-focused mandate (7% long-term expected return; 4–5% spending) with perpetual capital.
Our high-conviction, long-duration investing and established track record aim to compound above spending while preserving purchasing power.
Evidence
“Long-term Expected Rate of Return 7.00%” “The majority of the System’s endowments are held in perpetuity.”