Equities Surge Fueled Rebound in Foundation Returns

In a recent Fundfire article, Trevor Graham from TIFF Investment Management discusses the advantages foundations have in absorbing investment volatility due to their long-term horizons and lower spending rates, highlighting that while passive investments offer ease, liquidity, and cost-effectiveness, they may be a strong choice for achieving high long-term returns.

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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 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.

Endowments And Foundations Can Capitalize On AI-Driven Equity Performance

TIFF CIO, Jay Willoughby, believes nonprofits may be able to capitalize on AI-driven market efficiencies by focusing on companies with long-term revenue potential and treating large-cap equities as long-term investments. He emphasizes that while AI boosts productivity and market valuations, a long-term investment approach can help manage risks and capture future gains.

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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 investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

 

Aftershocks of carry trade at heart of market rout could still have reverberations

In a recent Reuters article, Zhe Shen from TIFF Investment Management cautions that the unwind of massive yen-funded carry trades could prolong market volatility, with potential for further sell-offs in the coming days.

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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 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.

Hedge funds post ‘pretty strong’ performance through mid-2024

Given the dispersion in the current market environment, Zhe Shen, CFA, Managing Director, Head of Diversifying Strategies at TIFF Investment Management, remains bullish on hedge funds and their potential to generate outperformance. In a recent interview with Pension & Investments, Zhe spotlighted favorability of macro managers in the current environment and reemphasized the critical role that manager selection plays in achieving favorable outcomes.

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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 do not constitute an offer 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.

Capital Provider to Independent Sponsor Spotlight

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.