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 09/30/16. The fund's latest filing disclosed 626MM in positions, representing 8% of the manager's regulatory AUM.

GLOBAL ENDOWMENT StockAlpha

-2.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GLOBAL ENDOWMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 18.11% Financials 10.33% -0.83% 0 28%
AMZN 6.14% Cons. Disc. -11.58% -0.84% 0 32%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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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GLOBAL ENDOWMENT Portfolio Concentration

GLOBAL ENDOWMENT Location

550 SOUTH TRYON STREET
SUITE 3500
CHARLOTTE, North Carolina
UNITED STATES, 28202-4017

GLOBAL ENDOWMENT Contact Information

Phone Number: 704-333-8282
Fax Number: 704-333-8211
Website:

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