Jim McCabe

Provides commercial banking services

The Yale investment committee approves guidelines for investment of the Endowment portfolio, specifying investment objectives, spending policy, and approaches for the investment of each asset category. Although distinct in purpose or restriction, endowment funds are commingled in an investment pool and tracked with unit accounting much like a large mutual fund. Endowment gifts of cash, securities or property are valued and exchanged for units that represent a claim on a portion of the whole investment portfolio.

Functions as a College/University

Operates as an international financial institution

Green Cay manages emerging markets, global technology, U.S. relative value, and global hard asset funds. The same investment process is used in all funds; a bottom-up, value approach on the long side while the short side employs momentum screens. The firm does not invest in hard alcohol, tobacco, handgun or gambling companies. They rank stocks in terms of social responsibility by ethicists and academics and invest in those stocks deemed most socially responsible while shorting those most irresponsible.

DMCA is a global, value investor that believes informed asset allocation, careful manager selection, and disciplined risk management are vital to maintaining balance in a portfolio. The firm seeks good value in underlying earnings as well as earnings growth, combining value and growth components in client portfolios diversified across multiple asset classes and geographies. Ultimately, they believe that long-term growth is best achieved by reducing volatility to achieve smoother returns and avoiding severe declines. DMCA considers a wide range of asset classes and geographic regions in constructing portfolios, including those asset classes likely to produce excess returns unrelated to the equity market.

Functions as a College/University

Governmental department

Provides grant making services