Are Hedge Funds and Private Equity Necessary for Your Portfolio? The Answer May Surprise You!
At Mason, we believe the answer is no! Why? Based upon data from academic studies and other research and based upon the performance of foundations and endowments, we found that endowment portfolios that included hedge funds and private equity investments did not necessarily outperform portfolios without these investments. In addition, in some cases, endowment portfolios with hedge fund and private equity allocations actually underperformed portfolios without these investments.
However, with all of this data that seems to contradict the typical investment consultant’s recommendations, we rarely saw this other side of the story presented at any endowment conferences. We thought that the other side of this story needed to be told in a conference setting and beyond.
We decided to develop this presentation for three endowment conferences in the fall of 2019 and based upon some of the feedback we received, we think that your staff, committee and or board could benefit from this side of the story.
Would You Like to Learn More?
To schedule this presentation for your board, investment/finance committee, or staff, please contact:
Will Thorpe at 703-716-6000 or firstname.lastname@example.org
See below for a video that provides a brief introduction to this presentation: