While we tailor portfolio construction to the needs of each client, we adhere to these tenets when building an organization’s portfolio.
Meeting a client’s long-term return goal requires a meaningful allocation to equity, history’s highest returning asset class.
We use portfolio diversification to control risk and volatility through market cycles.
While passive investing is a sensible approach in highly efficient markets, we believe that disciplined active management in areas of market inefficiency can deliver excess returns.
Alternative investments are not distinct asset classes, but rather opportunity sets with a high degree of performance variability among managers. We believe alternative strategies provide a greater opportunity for outperformance for those with expansive networks and skill in manager selection.
Kelly Barofsky, a Director in GEM’s Investment Research Group, joined Giovanni Amodeo at ION Analytics to discuss GEM’s approach to identifying opportunities in the lower mid-market, including the importance of sector specialization and manager-investor alignment.
Jay Ripley, Head of Investments, spoke with FundFire about the recent close of GEM’s inaugural independent sponsors fund and shared the importance of manager diligence in establishing long-term GP-LP relationships.
Potential policy changes have led many universities to consider shoring up cash reserves. Co-CIO Matt Bank spoke to the Wall Street Journal about the heightened uncertainty these schools are facing relative to previous economic downturns.
Let’s start a conversation about how we can help.
