Month: May 2024

In this interview, Chris Anderson from TIFF Investment Management’s Private Markets team provides insight into TIFF’s role as capital providers to independent sponsors. Anderson discusses TIFF’s journey, the evolving landscape of independent sponsorship, and the nuanced considerations guiding their partnerships with emerging sponsors in the lower-middle market.

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The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

The recent period of aggressive rate hikes returned dispersion to stock and bond markets – and created an environment where hedge funds could shine. After four years of outperformance by hedge funds, we believe that it is time for investors to revisit this asset class and recognize the key role it plays in a diversified portfolio.

In this paper, we will examine the dynamics that have propelled hedge fund outperformance since the pandemic and place it in historical perspective; share how we construct hedge fund portfolios in ways that we believe allow us to capture the greatest benefit from this asset class; and give insights into our approach to the challenging task of manager selection.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

TIFF’s 2023 Sustainability Report shares the various ways in which TIFF incorporates ESG and DEI into our firm culture and investment processes. We provide an update of TIFF’s organizational change to become an employee-owned public benefit corporation and how we have been leveraging this change to provide investment excellence and enhance our services to and support for nonprofits. TIFF will offset our carbon emissions for a second year. We believe we may be the first in the OCIO industry to have made the commitment to reduce and offset corporate emissions fully. We provide information on TIFF’s corporate diversity and inclusion initiatives, sustainable investment principles, and manager diversity. In 2023, we made continued progress in supporting the inclusive growth of the asset management industry.

Download the report to see how we partner with clients, managers, and stakeholders to deliver positive societal impact.

Trevor Graham, TIFF’s Head of Equities, Deputy CIO and Managing Director, provides insights into the efficiency, benefits, and risks of small-cap equities, along with their potential future trajectory of this market segment. Additionally, Graham discusses TIFF’s investment approach and the ongoing debate between value and growth strategies in the small-cap space.

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Disclaimer: To access this article, a subscription is necessary. Please note that TIFF does not possess the rights to distribute this content.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute an offer or advertisement of TIFF’s investment advisory services or investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

Against the backdrop of inflationary risks, TIFF CIO Jay Willoughby continues to be optimistic for 2024 in the face of this worry, citing “we have a wall of worry that is climbable”, as shared in a recent Barron’s interview for their Big Money Poll.

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Disclaimer: To access this article, a subscription is necessary. Please note that TIFF does not possess the rights to distribute this content.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute an offer or advertisement of TIFF’s investment advisory services or investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.