ENDOWMENTS & FOUNDATIONS
`Perpetual Capital. Enduring Mission.`

Endowments and foundations steward capital in perpetuity, balancing annual spending obligations against long-horizon growth to sustain the institutions and missions they serve.

EXCLUSIVE PARTNERSHIPS →SCHEDULE PRIVATE CALL →

INVESTMENT OVERVIEW

INVESTMENT APPROACH

Endowment model allocation
Heavy alternatives weighting
Illiquidity premium capture
Manager selection focus
Mission-aligned investing

Investing in perpetuity to fund the mission.

TARGET ALLOCATIONS

Private Equity
Venture Capital
Hedge Funds
Public Equities
Real Assets
Fixed Income

Diversified allocation built for perpetuity.

VALUE ADD

Perpetual capital base
High alternatives tolerance
Patient long-term capital
Sophisticated investment offices
Mission & ESG alignment

Sustaining institutional missions for generations.

PARTNERSHIPS

GP Relationships
Co-investments
Manager Incubation
Direct & Advisory
Custom Solutions

Strong partnerships with top-tier managers.

INVESTMENT CRITERIA

Long-term net returns
Manager quality
Spending rate support
Fee efficiency
Governance & transparency

Rigorous diligence in service of the mission.

Target Allocation Example

Private Equity25%
Public Equities20%
Venture Capital20%
Hedge Funds18%
Real Assets15%

Allocations vary based on spending policy, size and risk tolerance.

Investment Horizon

0 – 5 Years

Spending & Liquidity

5 – 15 Years

Growth & Compounding

15 – 30+ Years

Perpetual Stewardship

Perpetual horizon in service of the mission.

Key Objectives

Preserve Purchasing Power
Fund Annual Spending
Capture Illiquidity Premium
Manage Volatility
Advance the Mission

ENDOWMENTS & FOUNDATIONSPerpetual Capital. Enduring Mission.

ENDOWMENTS & FOUNDATIONS
`Perpetual Capital. Enduring Mission.`