Asset Allocation, Managers, and Mandates
For more information call:
Pat Quick
Vice President for Finance
330-454-3426
pquick@starkcf.org
Stark Community Foundation
Asset Allocation 2009
December 31, 2009 Investment Managers | Mandates | Large Cap | | Berkshire Hathaway - Class A | Large Cap Value | JP Morgan | Large Cap Stocks | | | | All Cap | | Advisory Research | Small & Midcap Value Stocks | DG Capital | Large & Midcap Growth Stocks | | | Mid Cap | | KeyBank | Mid Cap Stocks | JP Morgan | Mid Cap Stocks | | | Small Cap | | Ashford | Small Cap Growth Stocks | DFA | Small Cap Value Stocks | | | International | | Brandes Investment Partners | International Value Stocks | Gryphon | International Growth Stocks | KeyBank | International Stocks | Aberdeen
| Emerging Markets
| | | Balanced | | Beese Fulmer Investment Management | Balanced Mandate | FirstMerit | Balanced Mandate | Huntington | Balanced Mandate | Merrill Lynch | Balanced Mandate | Key Bank | Balanced Mandate | Vanguard
| Short Term Bonds
| AAM1 | High Yeild Bonds | | | Fixed Income | | PIMCO | Fixed Income | JP Morgan | Fixed Income | | | Alternatives - Other | | PIMCO | All Asset Fund | | | Alternatives - Hedge Funds | | Financial Stocks Limited | Hedged Stocks | | | Alternatives - Absolute Return Hedge Fund | | TIFF ARPII | Diversified Hedge Funds | | | Alternatives - Private Equities | | Financial Stocks - Capital Partners | Private Equity | TIFF Partners 2008 | Private Equity | | | Alternatives - Managed Futures | | Campbell Trust | Managed Futures | | | Total Invested 12/31/08 | $141,913,279 |
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