Oxford University Endowment Management
also referred to as: ouem
16 statements across 1 episodes · 2 bullish · 3 bearish · 1 people on the record · first statement Apr 13, 2020 by Sandra Robertson · said 3 times in 2 episodes since 2020 · across every show →
Mentions by year
brought up most by Ted Seides (1), Sandra Robertson (1), Baroness Dambisa Moyo (1)
tap a year for its mentions
2026 1 mention in 1 episode
Everything said about Oxford University Endowment Management, oldest first
Apr 13, 2020 neutral
Apr 13, 2020
Robertson: OUEM internal team makes all investment decisions, not committee
“OUEM, Oxford University Endowment Management, is a regulated manager, so we make all the investment decisions. Our investment committee are there for guidance, policy, a fantastic resource to have, but effectively, we as the team make the decisions.”
Apr 13, 2020 bearish
Apr 13, 2020
Apr 13, 2020 neutral
Apr 13, 2020 neutral
Robertson: Oxford endowment holds no plain vanilla credit, allocates 6-7% to specialist credit
“We have no vanilla, or plain vanilla, as you American say, credit in the endowment fund at all. It's all specialist credit, and that tends to be with groups who can invest globally, public, private, semi-distressed, stressed situations. It's quite a small port…”
Apr 13, 2020 negative
Apr 13, 2020
Apr 13, 2020 neutral
Oxford Endowment operates without a policy portfolio, flexing equities between 45-80%
“The way our asset allocation today is we don't have a policy portfolio. We have a group of broad asset groups we call risk assets, and we have ranges around which we can move them. So we have equities, and that can be anywhere between 45 to 80% of the whole po…”
Apr 13, 2020 bullish
Robertson: Oxford Endowment holds UK strategic land for 15-20 year conversions
“One in the UK is long-term holding of what we call strategic land. And that is taking an asset that is currently used for, say, industrial use, and particularly in large metropolitan areas in the UK, huge pressure on housing. And so you can see that this indus…”
Apr 13, 2020
Apr 13, 2020 neutral
Robertson: Oxford Endowment holds 20-25% private equity and roughly 52-53% public equity
“So about private equity sort of varies anywhere between 20 to 25%. And so the rest tends to be our risk appetite. It's probably more reflected in the public equity exposure of that. So our public equity today is around 50, I think 52, 53%.”
Apr 13, 2020 positive
Oxford Endowment seeds emerging managers on a three-year 'farm team'
“We also have a little part of our portfolio which we call the farm team, and that might be somebody who's just exceptional, might be super young, who just is really highly regarded by perhaps people that have mentored them. They're trying to figure out how to …”
Apr 13, 2020 negative
Oxford Endowment terminated an investment manager for launching undisclosed business lines
“He raised a lot of money and we found him in other areas through other managers, That that's not why we'd employed him to do that. And so we found him creating different business lines and also not being entirely honest with us what he was doing. It wasn't cri…”
Apr 13, 2020 neutral
Robertson: Oxford Endowment has 0.6% portfolio exposure to fossil fuel extractors
“I think we've got .6 for our whole book in fossil fuel extractors, and that hasn't been because that's actually just been a very long-term sensible business decision, but the reality is we all still use fossil fuels.”