Erik Mayo

Lazard AM-UK is an active manager that manages across a wide range of global, regional and country-specific strategies - both traditional and alternative - in listed equity and fixed income. The firm follows a relative value investment philosophy and employs a bottom-up approach to seek higher-than-average returns which are undervalued. They construct portfolios based on in-house fundamental analysis performed by sector teams organized by industry. Their investment professionals integrate ESG analysis into their research and decision-making processes.

SMC provides support for current university operations and preserving the endowment’s purchasing power for future generations – require an investment program that is equity-oriented and capable of generating sufficiently high long-term returns, notwithstanding occasionally volatile global economic environments. The Merged Pool includes domestic and foreign public equities, real assets (real estate and natural resources), and private equity investments. Absolute return strategies that have a low correlation to broader markets contribute to portfolio diversification. Acknowledging the University’s long-term investment horizon, the investment strategy is designed to accept a responsible degree of illiquidity to drive incremental returns. A small portion of the Merged Pool is held in high quality fixed income and cash for liquidity purposes.

Functions as a College/University

Provides trust services

Provides management and information technology Consulting services

Fintan Partners primarily invest the funds’ assets in a portfolio of hedge funds and other pooled investment vehicles, which may be formed as partnerships, limited liability companies or other entities. In selecting investments, the firm seeks to create a diverse universe of strategies, sectors, geographic origins and portfolio managers. Fintan Partners, however, may concentrate trading activities in a particular industry or market sector and invest a significant portion of the funds’ assets in a single security, industry or market sector.

Functions as a College/University

Operates as an investment company that provides debt financing services

Lodestar Ventures invests in companies located in the United States. The firm target companies operating in the technology sector. It participates in seed stage capital requirements.