Recent Foundation Investments

This week, we’ll look at recently disclosed investment activity for a handful of foundations. OWL’s customers have access to several thousand allocator profiles on the OWL platform, including the manager investments that allocators often disclose in tax filings and other regulatory forms. Many US foundations recently filed disclosures which included updated investment portfolios as of year-end 2023 and we’ve highlighted recent activity for 5 of those below. OWL users received a more extensive list and have access to more than 2,000 allocator profiles on our platform.

 Michael & Susan Dell Foundation

• Redeemed from AKO European Long Only and Schonfeld

• Partially redeemed from Atreides

• Invested in Cordillera Investment Fund and Blue Owl Healthcare Opportunity funds

 Pritzker Foundation

• Invested in Walleye and Sourcerock

• Partially redeemed from Hillhouse and Hildene

• Redeemed from East Bridge

 Klarman Foundation

• Redeemed from JHL Capital Group

• Partially redeemed from Kensico and Spruce House

 Grantham Foundation

• Invested in Saba Capital

 George Kaiser Family Foundation

• Redeemed from Bloom Tree

• Partially redeemed from Praesidium

Other News & Events

• NY State Pension goes all in on co-investments

• Invest Like the Best podcast with Graham Duncan of East Rock

• Podcast on accessing top quartile venture capital funds

• Podcast with Adam Katz of Irenic Capital on activist investing

• Gavin Baker (Atreides) and Antonio Gracias (Valor) on the future of AI

• Interview with Steve Cohen, Point72

• Interview with Karen Karniol-Tambour (Bridgewater)

• Article on the Dyson family office’s multi-strategy approach

• Article on the Princeton President’s view on the endowment

• Singapore’s GIC picks next group CIO

• Commonfund names Julia Mord as new CIO

• Hillhouse completes buyout of Japan’s Samty

• Mass General Brigham is hiring an Investment Director

• NC Treasurer is hiring Portfolio Managers

• The Hershey Trust is hiring an Investment Analyst

• State of Wisconsin Investment Board (SWIB) is hiring a Private Equity Analyst

• UNC is hiring a Private Investment Analyst

About Old Well Labs

OWL is an intelligence platform built for allocators, by allocators. Leading endowments, foundations, and family offices use the system to find, monitor, and connect with thousands of fund managers globally. OWL's analytics engine has collected over one billion data points from 65 countries. We make it easy for allocators to find and track information about the managers they care about – not just positions but also performance analytics, people data, business information, and details about the manager investments of other allocators.

Disclaimers

Returns represent the return on invested capital of publicly disclosed long positions, as calculated by OWL. Actual returns may vary based on a number of factors, including (but not limited to) undisclosed positions, short exposure, non-equity holdings, cash holdings, and lagged disclosure of positions.

This newsletter and the material on the Old Well Labs platform are for informational purposes only and should not be considered investment advice or a recommendation of any particular security, manager, or strategy. Old Well Labs shall not be liable for any investment gain or loss that may occur from the use of this material. No part of this material may be reproduced in any form or used in any publication without express written permission from Old Well Labs.