University of Utah

Generated outreach message alignment report
1. You actively allocate to hedged equity, absolute return, and other diversifying strategies via LP/NAV vehicles with monthly–quarterly liquidity and standard 30–90 day notices.
We run a low-correlation, hedged, concentrated best-ideas strategy in a commingled LP with institutional reporting and monthly/quarterly liquidity that fits your diversifiers/absolute-return sleeve.
Evidence
“Hedged equity $ 152,771 Monthly, quarterly 30-75 days” “Diversifying strategies 215,069 Daily, quarterly, annually 0-90 days” “any alternative investment funds that derive returns primarily from high yield and distressed debt... or absolute return and long/short hedge funds.”
2. You have a large, explicit global mandate and do not impose a formal limit on foreign currency risk.
Our high-conviction global/international approach (with EM capability) can complement your Global Equity and Global Fixed Income allocations and operate comfortably with non-USD exposures.
Evidence
“Global equity 40% 30-50%” “Global Fixed Income/Credit 15% 5% - 40%” “The university does not have a formal policy to limit foreign currency risk.”
3. You emphasize maximizing long-term, risk‑adjusted returns over a >10‑year horizon and exceeding CPI plus spending.
Our long track record and patient, high‑conviction portfolio are designed for multi‑year compounding and risk control that targets real returns above spending needs.
Evidence
“over a long-time horizon, generally greater than 10 years.” “The returns should be targeted as high as reasonably possible... but expected returns should exceed the rate of inflation... plus any spending and administrative expenses.” “a. Maximizing long-term risk adjusted returns;”
4. You deploy capital through an OCIO and are comfortable with external managers in LP/pooled structures, diversifying across multiple strategies.
As an entrepreneurial, owner‑managed hedge fund with institutional LP operations, we can plug into OCIO-led underwriting and pooled allocations alongside your existing manager roster.
Evidence
“The university entered an Outsourced Chief Investment Officer (OCIO) arrangement with Cynosure Capital Management (Cynosure)... to help manage the university’s endowment funds.” “Investments valued using the net asset value (NAV) per share... take the form of limited partnerships.” “The university diversifies assets among several investment managers of varying investment strategies.”
5. You are moving toward values‑based investing with explicit ESG and exclusionary criteria (e.g., low‑carbon and social screens).
Our research process integrates ESG risk and can tailor exposure away from screened sectors, aligning with your values mandate without sacrificing return goals.
Evidence
“The university’s investment strategy should achieve healthy financial gains over the long term by investment in funds and companies that share the university’s values.” “Following the planned retirement... recruit a new chief investment officer with responsibility for managing a values-based endowment pool.” “One such fund is the social choice fund, which avoids companies in the tobacco, alcohol, firearms, gambling, military weapons, and nuclear power industries... evaluate investment opportunities... based on environmental stewardship, human rights, and other ESG criteria.”
6. Manager selection is performance‑driven with clear return targets and benchmarking, alongside attention to cost.
We can present a net‑of‑fee, benchmark‑aware track record and a low‑correlation profile designed to add alpha versus your policy targets.
Evidence
“Investment managers will be chosen on the basis of investment performance and investment reputation in the financial community as well as cost of services.” “The investment performance for the endowment showed a total return for the fiscal year of 10.1%, versus its target benchmark return of 8.0%.” “The 6.85% assumed investment rate of return is comprised of an inflation rate of 2.50% and a real return of 4.35% that is net of investment expense.”