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The group manages approximately $8.2 million of the Ohio University Endowment in two all equity, long only portfolios
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The group has adapted to modern investment trends through the establishment of the "Sustainable" portfolio. This portfolio utilizes environmental, social, and governance standards for responsible investments
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We invest using a top down process with a bottom up compliment, allowing the group to focus on both macro and company specific investment thesis'
Resources: Resources
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