Our approach

How we invest

We invest to generate long-term returns that support our clients’ long-term ambitions. Rooted in the endowment style of investing, we employ active management and extensive experience in alternative investments where manager selection and skill are rewarded.

GEM partners with talented managers who capitalize on market inefficiencies in the pursuit of alpha. We build close relationships with these managers, often serving as a trusted advisor and active co-investor. Our dedicated sourcing team and disciplined selection process affords our clients access to what we believe to be high-potential opportunities that are difficult to replicate.

Our investment tenets

While we tailor portfolio construction to the needs of each client, we adhere to these tenets when building an organization’s portfolio.

Equity Orientation

Meeting a client’s long-term return goal requires a meaningful allocation to equity, history’s highest returning asset class.

Allocation Balance

We use portfolio diversification to control risk and volatility through market cycles.

Active Management

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 Investing

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.

What we look for in investment managers

As the universe of investment managers has grown over the past few decades, discerning those with durable advantages has become more difficult. We rely on our networks and a disciplined sourcing process to find talented investment managers across asset classes who demonstrate domain expertise, analytical rigor, and a steady temperament. We look to forge long-term partnerships with well-aligned owner-operators, built on a foundation of stewardship.

Our ideal manager is passionate about what they do, with demonstrated skills in sourcing and taking advantage of unique opportunities.

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Recent Insights

Ten Mistakes in Investment Policy Development

An effective Investment Policy Statement should support good governance and the unique needs of your institution. Our whitepaper explores common pitfalls in investment policy development and offers guidance on how to get it right.

GEM Private Pacing Methodology

Sourcing and manager selection typically get top billing in conversations around private investments, but one underappreciated aspect of a successful private allocation—explored in our recent whitepaper—is the art of pacing commitments to ensure appropriate portfolio allocation.

GEM 2024 Outlook: The Big Debates

In our 2024 Outlook, we outline four current issues that are impacting portfolios and offer our views on how these questions might influence our allocation strategy and the broader economic landscape.

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