Our founders started Edgehill with the sole focus of investing entire endowments for a limited number of institutions. They were at the vanguard of endowment management while working for top institutional investors. Our team understands what is required over the long-term in order to pursue superior performance and execute this model.
We customize every portfolio for each client. Edgehill has no ancillary products or services. Our firm is intergenerational. The next generation shares the same DNA as the founders, ensuring our clients will be well served for decades to come. Edgehill is an SEC Registered Investment Advisor located in New Haven, CT.
WE BUILD GLOBAL PORTFOLIOS OF WORLD CLASS MANAGERS DESIGNED TO OUTPERFORM OVER THE LONG TERM
Edgehill employs exceptional managers to meaningfully outperform over the long-term. The Edgehill team has demonstrated skill in alternative and marketable asset classes. We focus on fundamentally driven strategies and managers where informational, analytical, and structural edges are substantial. A limited asset base, the long-time horizon of our clients, and Edgehill’s experienced team allow us to hire managers who exploit market inefficiencies and compound capital. We pride ourselves on our ability to source and diligence investments which are hard to access, highly specialized, and/or misunderstood.
Edgehill builds concentrated portfolios because exceptional investment opportunities are rare and often capacity constrained. Edgehill’s size allows us to both concentrate our portfolios to exploit inefficiencies and maintain the diversification to withstand challenging environments.
A long-term investment horizon is an endowed institution’s greatest competitive advantage. We benefit from a long-term investment approach and portfolios designed to hold positions through short-term volatility and not become forced sellers at inopportune times.
Institutions with a perpetual time horizon must earn high real rates of return to maintain purchasing power. We believe a strong equity orientation is the only way to achieve this objective over the long-term.
Best-in-class managers bring value to client portfolios. Attributes include principal-owned, specialist, concentrated portfolio, robust research processes and management of limited products.
We invest with firms buying assets at a discount to intrinsic value. This does not just mean low valuations as we believe managers with different and unique skills can find or create value across many different asset classes.
Great investment opportunities are rare and capacity constrained and we seek to take advantage of exceptional opportunities in a meaningful way when they become available.
While we seek to concentrate our portfolios, we also ensure we are appropriately diversified and monitor risk and exposures in many dimensions.