Unique Investment Approach
Rochester's investment strategy is shaped by its unique revenue sources from clinical care and research, leading to a liquidity-informed portfolio. The team prioritizes gradual changes in asset allocation, conducting thorough annual evaluations while maintaining a long-term perspective. Alignment within the investment office is achieved through a shared mission and a collaborative approach, avoiding silos of expertise.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
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