Under our over-arching Endowment Investment Philosophy®, we use the following core investment principles when constructing our ETF portfolios:

  • Utilize a core-satellite portfolio construction methodology
  • Keep total investment costs low
  • Build tax-efficient portfolios
  • Earn high real returns
  • Partner with exceptional managers
  • Maintain a bias for value
  • Think contrarian
  • Think long term
  • Concentrate investments when appropriate
  • Be true to our traditional core values, but remain open to new, innovative ideas in the ever-changing dynamic investment landscape

Recent Tweets

  • Endowment Index Gains 1.90% for Week Ended 3/12/2021 - https://t.co/wlw0HInKh6
  • Endowment Index Gains for Week Ended 3/5/2021 - https://t.co/1uCRvpULM6
  • U.S. Economy Optimism Takes Off On Vaccines, Stimulus Checks: IBD/TIPP https://t.co/29hNSazsws via @IBDinvestors