Generating returns Our purpose is to maintain and grow the real value of endowments, while providing a stable stream of income, to help our investors achieve their long term aims. Investing perpetuity capital allows us to be both opportunistic and patient, enabling us to see through short term volatile markets. Our investment philosophy Our investment philosophy consists of four pillars that shape our decision making. It enables us to refine the investment universe and identify world class investment opportunities whilst maintaining capital in order to generate significant real returns. Pursue fundamental investment research Partner with exceptional investment groups Use multiple drivers of return Manage risk holistically Generate significant real returns Pursue fundamental investment research Managing perpetuity capital enables us to engage in research and investments that groups focused on short term benchmarking simply cannot. We pursue fundamental investment research across asset groups where we believe tensions, changes or inefficiencies in economies and markets provide investment opportunities. We then find the most appropriate way to pursue these in specific investments in the portfolio. Investment process Our team has the freedom to make investments today that may not come to fruition during their lifetime. We pursue long term themes across asset groups, where we believe tensions, changes or inefficiencies in economies and markets provide investment opportunities. We build constructive relationships, partnering for the long term and across market cycles. The stability of the Fund’s long term capital helps us secure allocations in the most sought after investment groups. Research Evaluation Decision making Idea generation Investment process Idea generation Managing long term capital enables us to identify long term investment themes, inefficient markets and other opportunities to make investment returns over longer durations that are not available to many other investors. Ideas are primarily generated from our own fundamental research projects, investigating geographies, sectors, themes and companies. They also come from our bespoke networks: existing managers, specialist intermediaries and like-minded investors. OU Endowment Management 27 Park End Street Oxford OX1 1HU ABOUT OUEM Managing an endowment The team NEWS OUR INVESTORS Beneficiaries GENERATING RETURNS Investment philosophy Investment process THE OXFORD ENDOWMENT FUND Performance highlights Asset allocation An investment ESG RISK MANAGEMENT ESG risk management principles ESG in practice FREQUENTLY ASKED QUESTIONS CONTACT US Prospective investments Careers Media OUem Copyright All Rights Reserved Privacy and cookies Legal OUem Limited is authorised and regulated by the Financial Conduct Authority Privacy and cookies Legal