updated November 2, 2016
Endowment Advisory Committee: Chris Bittman, John Ege*, John Fenley*, Paul McPheeters*, Bryan Ritz and Minyoung Sohn with Mike Davis and Heather Miller as Ex Officio members. Our Investment Consultant is Paul Schreder of Ellwood Associates.
ESPN MNF: September 24, 2012
Green Bay Packers (1-2) @ Seattle Seahawks (2-1)
ARE WE WITNESSING ANOTHER FAIL MARY (2016 FEDERAL RESERVE EDITION)?
Endowment Performance in Fiscal Year 2016 ending June 30, 2016
S&P 500 Chart from June 30, 2016 to October 31, 2016
"As for market performance, if the unhappy statistics below weren't so tragic, they'd be funny . . ." - Carter Worth, Technical Analyst, Cornerstone Macro Research
CA is beating the the Policy Index and our Peer Group (165 Portfolios) with significantly less risk
Endowment Value = $25,377,292
updated through September 30, 2016
Asset Allocation
Committee moved to a defensive posture with a focus on U.S. Stocks, Cash and Floating Rate Securities. Regarding Alternatives, the Committee has exited Hedge Fund investments* and focused on specific investment exposures including MLPs, Energy and Gold.
Asset Allocation with a Purpose
Offense, Defense & Special Teams (Alternatives)
Equity
Fixed Income
Special Teams
CA's "Alternative" Investments
Performance Summary Review
Endowment Committee: Next scheduled meeting is on November 8, 2016
Next considerations include possibly adding more gold (currently 4%) and studying Inflation Protection Strategies, such as TIPs, as we continue to strive to stay ahead of the market
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End