GLOBAL ENDOWMENT Overview
Global Endowment Management Lp is an investment advisor that manages 7.5 BN dollars in regulatory AUM and has 36 employees, of which 17 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 06/31/18. The fund's latest filing disclosed 764MM in positions, representing 10% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 06/31/18. The fund's latest filing disclosed 764MM in positions, representing 10% of the manager's regulatory AUM.
GLOBAL ENDOWMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GLOBAL ENDOWMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 18.4% | Financials | 17.63% | 2.02% | 0 | 27% | ||
| AMZN | 10.58% | Cons. Disc. | 12.41% | 0.46% | 0 | 40% | ||
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FEATURED IN
GLOBAL ENDOWMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Thruston B. Morton | Chief Executive Officer | March-2007 |
| Joseph P. Durham | Chief Legal Officer And Chief Operations Officer | May-2007 |
| Richard S. Abraham | Chief Financial Officer And Chief Compliance Officer | January-2010 |
| Michael D. Smith | Chief Investment Officer | November-2013 |
GLOBAL ENDOWMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
GLOBAL ENDOWMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
All investments involve the risk of loss, including (among other things) loss of principal, a reduction in earnings (including interest, dividends and other distributions), and the loss of future earnings. These risks include market risk, interest rate risk, issuer risk, and general economic risk. Although we manage assets in a manner consistent with certain risk tolerances, there can be no guarantee that our efforts will be successful. The investor should be prepared to bear the risk of loss.
GEM invests using an endowment approach or strategy, which means investing in a broad array of securities and assets, using multiple strategies to balance risks and achieve modest, consistent returns over a perpetual time horizon. GEM’s long-term return objective is to seek to generate a 5% return after inflation. Employing an endowment-style approach to investing requires that a Fund have a long-term horizon and s...
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All investments involve the risk of loss, including (among other things) loss of principal, a reduction in earnings (including interest, dividends and other distributions), and the loss of future earnings. These risks include market risk, interest rate risk, issuer risk, and general economic risk. Although we manage assets in a manner consistent with certain risk tolerances, there can be no guarantee that our efforts will be successful. The investor should be prepared to bear the risk of loss.
GEM invests using an endowment approach or strategy, which means investing in a broad array of securities and assets, using multiple strategies to balance risks and achieve modest, consistent returns over a perpetual time horizon. GEM’s long-term return objective is to seek to generate a 5% return after inflation. Employing an endowment-style approach to investing requires that a Fund have a long-term horizon and s...
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GLOBAL ENDOWMENT Portfolio Concentration
GLOBAL ENDOWMENT Location
550 SOUTH TRYON STREET
SUITE 3500
CHARLOTTE, North Carolina
UNITED STATES, 28202-4017
SUITE 3500
CHARLOTTE, North Carolina
UNITED STATES, 28202-4017
GLOBAL ENDOWMENT Contact Information
Phone Number: 704-333-8282
Fax Number: 704-333-8211
Website: http://www.globalendowment.com
Fax Number: 704-333-8211
Website: http://www.globalendowment.com
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