The following documents provide an overview of our operations, financial health, and investment approaches.
Financial Statements
Tax Returns
Investment approach
The Foundation’s Investment Team partners with a diverse group of external money managers to invest globally across different asset classes. As the Foundation was established to exist in perpetuity, the Investment Team takes a long-term view toward its investments and its partnerships.
We have a particular focus on identifying and investing with newer, smaller managers. We have invested in funds with modest assets under management, including instances where we have been the first institutional capital. Investing with a firm early in its lifecycle presents unique benefits in terms of alignment of interests and allows for us to develop a long-term partnership. We encourage managers to reach out to us for consideration as potential partners.