Topic: Investment Perspectives

Jim Russo, CFA, a Director of TIFF’s Member Strategy group, explains that smaller and emerging managers tend to outperform their larger counterparts. He covers TIFF’s access to this potential source of alpha, revealing investment strategies we employ in areas that are less frequently explored by others.

Watch here: TIFF Spotlight Series: Emerging Managers

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.

In an interview with Dakota Live!, Chief Client Officer, Jessica Portis, CFA, discusses TIFF’s approach to sourcing investment ideas and evaluation process, advantages of pooled vehicles in the OCIO business, strategic utilization of alternative investments, and more!

Insights from Dakota Live! Watch the Interview: TIFF’s Investment Strategies, Vehicle Preferences, and Market Outlook 

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.

In June 2023, the second stop of TIFF Investment Management’s Investment Navigator series was held in New York City, offering industry peers an intimate setting to network and connect with TIFF’s Investments team for meaningful conversations. The format provided ample time for questions and most importantly, an opportunity for participants to exchange valuable insights.

CIO Jay Willoughby and Managing Director of Equity-Oriented Strategies Trevor Graham addressed various attendee interests including the direction of markets, intriguing trends in technology and venture capital, as well as insights into private equity, real estate, and ESG considerations. Jay also shared his economic outlook, sparking engaging conversations as investors seek new ideas in an increasingly volatile environment. Attendees actively participated with questions and comments, exploring topics such as the interplay between rising interest rates and valuation multiples, the complexities of inflation, the attractiveness of private credit, and the examination of China as an investable market.

The next and final stop on TIFF’s Investment Navigator series is coming to Boston, MA.

For information on other future events, please visit tiff.org/events.

Kane Brenan, CEO at TIFF, is quoted in the May 15, 2023 issue of Financial Investment News (FIN News) on the increased interest in the fixed-income space. He highlights that it is alive and well, offering yield and the potential for negative correlation, and should not be dismissed based on its performance in 2022.

Read the full article: Q1 2023: High Rate Environment Contributes To Fixed-income Search Boost

Zhe Shen, Managing Director of Diversifying Strategies at TIFF, quoted in the May 4, 2023 issue of Reuters on the market impacted by regional banks and credit tightening, causing investors to reassess credit cycles, bank lending standards, and concerns of a possible recession.

Read the full article: Wall Street drops as PacWest fuels fears of deeper bank crisis