Endowments & Foundations

Gulfrock's team of tenured investors from leading endowments and foundations carries deep expertise in managing long-term capital for multigenerational institutions. Balancing the aims of long-term capital appreciation with managing downside risk and meeting institutional funding obligations is central to our approach in serving clients. Gulfrock distinctive structure affords a strong alignment of interests and promotes disciplined governance with our partners.

Gulfrock works with endowments and foundations by providing tailored, endowment-style public equity portfolio solutions. Our expertise and multigenerational team provide the long-term perspective that our endowment and foundation clients need to achieve their goals.

We have over 50 endowment and foundation clients across the globe with whom we partner as an Outsourced CIO, Public Asset Partner or Complementary Allocation.
Each client receives a dedicated Gulfrock team with multiple points of contact
We prepare and deliver customised presentations in-person to your investment committee, analyzing portfolio performance, attribution and positioning
Clients receive on-demand assistance from the entire Gulfrock team, across all functions
As needed, we assist in refining or creating an Investment Policy Statement