Equity

Searches And Hires
West Coast University Foundation Adds New Investments

The foundation added international equity, domestic equity, high-yield bond and infrastructure investments to its portfolio during the second quarter.

07.17.25
Large-Cap
Southern Foundation Revises Large Cap Growth Allocation

The foundation increased its large cap growth equity fund’s allocation to an incumbent manager that utilizes a research-based investment process in quality growth companies.

07.17.25
Small-Cap
Texas Pension To Review U.S. Small-Cap Options

The plan will move at least a portion of its roughly $57.4 million domestic small-cap core equity mandate to a passive option while it considers the role of the asset class as part of a broader public equity review.

07.15.25
International / Global / Emerging Markets
Northeast Pension Begins Emerging Markets Equity Search

The search was first discussed at the plan’s May board meeting.

07.14.25
Non-U.S. & Global Equity
New England Pension Issues EME, Core Real Estate RFPs

The plan is looking to invest $200 million with multiple investment managers.

07.14.25
Large-Cap
Northeast Pension Switches Large-Cap Growth Mgrs.

The retirement system moved away from its active domestic large-cap growth equity manager.

07.14.25
Equity
Growth Equity Firm Closes Fund

A New York-based growth equity firm’s second fund has garnered a slew of new investors including university endowments.

07.03.25
Non-U.S. & Global Equity
Colo. 457 Replaces Int’l LCV Manager

The deferred compensation plan replaced its international large-cap value equity manager in the fourth quarter due to underperformance.

06.30.25
Large-Cap
Southern Plan Concludes Large-Cap Growth Search

The plan also made a real estate commitment at today’s board meeting.

06.30.25
Non-U.S. & Global Equity
Virginia County Terminates Global Equity Mgr.

The firm had been on watch since the first quarter of 2024.

06.27.25