Investment Approach

Growing the wealth of the University and the colleges

Investment Philosophy

OUEM has a mission to provide resources for the current needs of the collegiate University while preserving the endowment's purchasing power for future generations. We are aiming to provide a long term real return.

OUEM's philosophy is predominantly based on diversification and on exploiting our competitive advantages. Long-term investing allows OUEM to be opportunistic and also to see through short-term volatile markets. It also provides the flexibility to exploit a variety of investment classes in order to achieve the highest possible returns, at the same time as respecting the risk parameters set by the Investment Committee.

Investment Process

Once the Investment Committee has laid down the investment policy, we construct a portfolio of externally managed investments. The OUEM management team manages the due diligence for all investments. Each investment is evaluated using both qualitative and quantitative factors such as organisational depth, assessment of the alignment of interest and competitive advantage.

Risk management is not an afterthought. It is a constant element of the investment cycle from preliminary due diligence, selection of investments and portfolio monitoring.