Carnegie Corp's Latest (11/8/24)

A review of Carnegie Corp's latest investments and deep dive on Briarwood Capital.

October 2024 Recap (11/1/24)

A review of the best performing OWL groups in October and a profile of Samsara Biocapital.

2024's Best Performing Endowment (10/25/24)

A deep dive on Michigan State's recent performance and manager roster.

An Early Look at FY24 Endowment Performance (10/18/24)

A look at recently released endowment returns and the correlation between private allocation and performance.

MIT's Latest Investments (10/11/24)

An update to MIT's retirement plan holdings and a review of Browning West.

September Recap (10/4/24)

Recaping a recent positive run for China focused managers and a history of Discerene.

Tracking Spinouts (9/27/24)

A list of 30 recent spinouts found via OWL's people data.

University of Washington's Portfolio (9/20/24)

A history of UWINCO's portfolio and an analysis of SIR Capital.

Ironwood's Portfolio (9/13/24)

A review of Ironwood's manager roster and Woodline Partners' recent capital raises.

Harvard's Managers (9/6/24)

Harvard's recent returns, portfolio updates, and a dive into their recent investment in Admiral Capital Partners.

August '24 Recap (8/30/24)

Analysis on the top performing countries and sectors among OWL managers and an update on 3D Investment Partners' activist approach in Japan.

Exiting the Matrix (8/23/24)

An analysis of Matrix Capital, who recently announced they are closing.

Who Bought the Japan Dip (8/16/24)

An analysis of recent manager buying after the yen carry trade unwind.

University of Michigan's Latest Investments (8/9/24)

A deep dive into Michigan's portfolio.

July '24 Recap (8/2/24)

Examining the drivers of performance in July and a look at North Reef Capital.

The Peterson Foundation (7/26/24)

A review of The Peterson Foundation's holdings and a look at Cantillon's performance.

Princeton's Portfolio (7/19/24)

Profiling Princeton's latest portfolio and a closer look at AltraVue Capital

Missing the MAG7 (7/15/24)

A look at MAG7 exposure among top allocators.

June '24 Recap (6/28/24)

Examining the drivers of performance in June and a look at Strategy Capital's performance.

Howard Hughes Medical Institute (6/21/24)

Profiling the history of Howard Hughes Medical Institute, including their new investment with Linonia.

The LPs Behind the Midas List (6/14/24)

A review of the LPs behind the latest Midas List.

UK Insights (6/7/24)

A review of managers with high conviction UK positions.

May Recap (5/31/24)

Examining the drivers of performance in May and a look at Shah Capital's strategy.

Helmsley Trust (5/24/24)

Profiling the history and portfolio of the Helmsley Charitable Trust, including a look at their investment in Camber Capital.

Q1 13F Recap (5/17/24)

Highlights from the most recent 13-F disclosures, including several notable investors showing up in GE Aerospace and Chinese internet companies.

UPenn Portfolio Update (5/10/24)

A deep-dive into updated tax filings that show UPenn’s latest manager roster. Included is a profile of UPenn’s longtime investment in Stockbridge.

April '24 Recap (5/3/24)

Examining the drivers of manager performance in April and details on Engine Capital's strategy.

Duke's Private Managers (4/26/24)

A closer look at the data for thousands of new private managers in OWL, many of whom show up in Duke’s latest filings. We profile Buckley Ventures as part of the rise of ‘solo capitalists’.

Yale’s Portfolio (4/19/24)

A deep-dive into the YoY changes in Yale’s manager roster. We also look at Blacksheep, a Dublin-based global equity fund.

The Dell Foundation’s Portfolio (4/12/24)

Examining the portfolio and history of the Dell Foundation, including their part in creating one of the world’s largest merchant banks. We also profile their longstanding investment with Abdiel Capital.

25 Managers with Skin in the Game (4/5/24)

Highlighting a new feature in OWL that allows users to see how much internal capital each fund manager has invested in the funds they manage. Using this feature, we explore 25 fund managers that have a high % of internal capital invested.

March Recap (3/29/24)

Examining the drivers of manager performance in March and a preview of two new product features in OWL: manager location search and fund ownership details.

March Madness (3/22/24)

We preview the growing set of people data in OWL to see which NCAA tournament schools have the highest alumni representation in the OWL manager universe. Also, we examine the Carl Victor Page Memorial Foundation set up by Google co-founder Larry Page.

Carnegie Corp (3/15/24)

A look into the historical returns and roster of managers for the $4bn Carnegie Corporation of New York. We profile a new biotech manager for the foundation, EcoR1.

Robert Wood Johnson (3/8/24)

Analyzing several of the public and private investments of the Robert Wood Johnson Foundation, including the notable track record of Slate Path Capital.

February ‘24 Recap (3/4/24)

Examining the drivers of manager performance during February including several notable public positions at VC firms. Also, a look back at SRS’s recent performance struggles.

New 13F Filers (2/23/24)

Profiling 30 of the 440+ new 13F filers tracked in OWL, focusing on founders from well-regarded firms with portfolio concentration. Product updates on fund level details for managers as well as tools for measuring correlation between managers.

University of California’s Endowment (2/16/24)

A look into the portfolio of UC Investments, including several large redemptions, a new manager investment, and their steady trend down in terms of % invested in active strategies.

Jeremy Grantham’s VC Portfolio (2/9/24)

A deep-dive into Jeremy Grantham’s two foundations with a combined $1.4bn in assets, invested primarily in venture capital. We take a closer look at Thrive Capital, one of Grantham’s largest VC managers, and their track record of holding public equity positions over time.

January ’24 Recap (2/2/24)

Examining the drivers of manager performance during January including the notable drag of China exposure for funds like Hillhouse. Product update on a refresh of the manager page as well as ADV data being live in OWL.

Stanford’s Endowment (1/26/24)

A look into Stanford’s $40bn endowment, including how OWL uses tax filings and ADV data to map the largest manager allocations Stanford has. We analyze Foxhaven and CPMG as some of the unique managers for Stanford.

Boston Children’s Hospital (1/19/24)

Exploring BCH’s roster of managers including Effissimo and Ichigo in Japan, Madison Avenue, and HMI.

2023 Highlights (1/14/24)

Analyzing the track records of disclosed long positions for managers in 2022 vs. 2023, particularly those few sectors and managers that did well in both years. In this vein, we take a closer look at Flat Footed out of Wyoming.

December ’23 Highlights (1/5/24)

Examining the drivers of strong manager performance during December. We also look at 5-year annual performance of disclosed long positions by OWL manager groupings to see the differentiation.

UTIMCO’s Portfolio (12/22/23)

A deep-dive into UTIMCO’s history as the largest endowment system, including their biggest public & private managers and where they’re over indexed vs. peers. Additionally, we look through manager level contributions to their returns and provide product updates on people history at managers for OWL users.

WashU's Portfolio (12/15/23)

A deep-dive into WashU’s portfolio since Scott Wilson became CIO, including a profile of the school’s investment in Sustainable Capital.

November Recap (12/1/23)

Examining the drivers of manager performance during November including strong performance from Brazil and Tech-focused managers. We also highlight the closure of Echo Street Capital.

India Edition (11/24/23)

Highlighting the breadth of OWL’s data across holdings of several India focused managers. Also looking at MIT’s direct ownership of several Indian stocks.

Q3 13F Recap (11/17/23)

Highlights from the most recent 13-F disclosures, including the concentration of managers & endowments holding Nu stock.

October ’23 Recap (11/2/23)

Examining the drivers of manager performance during October including relative outperformance from China and Energy-focused managers. We also highlight strong performance from 3D Investment Partners.

Early Look at FY23 Endowment Returns (10/27/23)

A look at roughly half of the largest endowment returns that have reported performance for FY 2023.

Rothschild's Publicly Traded Endowment (10/20/23)

A detailed look at the history and portfolio of RIT Capital Partners, including their largest public manager Baker Brothers.

Japan Edition (10/13/23)

A deep-dive into OWL’s Japan manager grouping, including a profile of Effissimo.

September Recap (10/3/23)

Examining the drivers of manager losses during September including the steepest losses from REITs and Biotech-focused managers. We also highlight RGM Capital’s windfall from SPLK’s acquisition.

MIT's Portfolio (9/22/23)

An in-depth look at the managers and portfolio construction for MIT, including their investment in Pleasant Lake Partners.

Emerging Manager Edition (9/15/23)

Profiling the new Emerging Managers group in OWL, one of several ways we use the data in OWL to find small, early-stage managers.

August Recap (9/8/23)

Examining the drivers of manager performance during August, including the outperformance of India-focused managers. We highlight Atyant as the best performing manager in August.

University of Michigan's Portfolio (8/25/23)

An in-depth look at the managers and portfolio construction for Michigan, including a relatively new commitment to BLC Capital in Denmark.

Q2 13F Highlights (8/18/23)

Highlights from the most recent 13-F disclosures, including Appaloosa’s buying streak and the performance drag from Sea Limited.

UPenn's Portfolio (8/10/23)

An in-depth look at the managers and portfolio construction for UPenn, including a new investment in the hedge fund XN.

Biotech Edition (8/1/23)

Examining the drivers of manager performance during July, including material outperformance by China and Financials-focused managers. We also dive into biotech managers and the various ways OWL users can track them on the platform.

Hillman, The Original Venture LP (7/20/23)

Profiling the history and portfolio of the Hillman Company, including their concentration in VC. We also profile their investment in Durable.

July 4th Edition (7/7/23)

Examining the drivers of manager performance during June and a look at America’s best stock pickers over the last 20 years according to OWL estimates.

Seth Klarman's Hedge Fund Portfolio (6/23/23)

Profiling the history and manager selection for Seth Klarman’s Family Foundation. We also introduce the “My Portfolio” functionality to OWL users.

Custom Portfolio Weights (6/15/23)

A detailed look at the new Custom Portfolios functionality introduced this week for OWL users.

Duke's Portfolio (6/8/23)

An in-depth look at the managers and portfolio construction for Duke, including a new addition in Philosophy Capital.

May Performance (6/1/23)

Examining the drivers of manager performance during May, including the largest losses by China and Energy-focused managers. We also examine the relative drawdowns of China managers YTD.

Coatue is Back (5/24/23)

Examining where Coatue meaningfully scaled up their long portfolio in a recently disclosed 13F, including a large holding in First Citizens Bancshares.

AI Integration at OWL (5/11/23)

Announcing the various ways in which OWL is incorporating cutting edge AI tools to enhance the platform’s abilities.

Berkshire Edition (5/2/23)

Examining the drivers of manager performance in April as well as learnings from a recent breakfast with Charlie Munger.

Yale's Portfolio (4/28/23)

An in-depth look at the managers and portfolio construction for Yale, including several new manager investments.

Nalanda Edition (4/18/23)

A deep-dive into the holdings and investment philosophy of Nalanda, including their penchant for low turnover.