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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

asset_alloc_pie_09.jpg

 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

 

 

 

 

 

 

 

 

 

 

 

 

assest_allocation_chart_09.jpg

 

 

 

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