About Edgehill

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.

Benefits of a limited client and asset base

Our networks and research afford access to top tier managers.

Allow each client access to scarce capacity managers with allocations that impact their portfolios.

Our team works closely with the leadership and staff of each client building a deep relationship only matched by an in-house team.

Investment Approach


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.

Long Time Horizon

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.

Equity Orientation

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.

Exceptional Managers

Best-in-class managers bring value to client portfolios. Attributes include principal-owned, specialist, concentrated portfolio, robust research processes and management of limited products.

Value Orientation

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.

Risk Management

While we seek to concentrate our portfolios, we also ensure we are appropriately diversified and monitor risk and exposures in many dimensions.