Read Kane Brenan's Annual CEO Letter, 2022/2023
Hedge Funds Offer ‘Happy Medium’ Between Equities, Fixed Income: OCIO

Hedge funds can provide critical protection for institutional portfolios amid the current volatility, according to a recent paper from TIFF Investment Management, an outsourced chief investment officer, or OCIO, that serves mostly nonprofit investors.

Certain hedge fund strategies can provide a “happy medium” between fixed income and equities in investor portfolios, said Zhe Shen, co-portfolio manager for diversifying strategies at TIFF. That’s especially as fixed income – traditionally depended on to provide stability during equity drawdowns – has been experiencing losses along with the equities market, he said.

Read the full article, FundFire: Hedge Funds Offer ‘Happy Medium’ Between Equities, Fixed Income: OCIO

TIFF Asks Whether It’s Time to Invest in Floundering Growth Stocks

“Being down this much in this short period of time — that gets our attention,” says Trevor Graham, head of equities.

Value investing may be back, but TIFF Investment Management, a firm that provides outsourced chief investment officer services, is already reconsidering growth investments.

“We’re now looking at deeply-out-of-favor areas of growth,” said Trevor Graham, head of equities.

Read the full article, Institutional Investor: TIFF Asks Whether It’s Time to Invest in Floundering Growth Stocks

Equities Core, Smaller Managers Key to ‘Excess Returns’ for Endowments: Report

As market conditions look set to change dramatically, higher-education endowments can still achieve excess returns if they go about building their portfolio with strong equities exposure and strategies from smaller managers, according to a recent paper from TIFF Investment Management.

“We would argue that the excess returns that some of these organizations earned, and that we have earned in the recent past, are in fact sustainable,” said Matt Hoehn, co-head of customized asset allocation for the outsourced chief investment officer.

Read the full article, FundFire: Equities Core, Smaller Managers Key to ‘Excess Returns’ for Endowments: Report