Stewarding Capital in Oxford: A Strategic Dialogue with OUem CIO, Neamul Mohsin
In this conversation we discuss the investment objectives of the £6bn+ endowment, charged with growing investors’ capital by an average of 5% per annum in real terms, and to achieve this at a lower volatility than would be experienced by investing solely in the public equity markets.
In this conversation we discuss the investment objectives of the £6bn+ endowment, charged with growing investors’ capital by an average of 5% per annum in real terms, and to achieve this at a lower volatility than would be experienced by investing solely in the public equity markets.
Neamul discusses the investment approach, their priorities, and vital principles. He reviews the division between public and private equity allocations, how quickly they can move and venture capital.
He also covers the network of managers with whom they work and the importance of not being too rigid. He then talks about responding to investment failures, how to adapt, and the qualitative factors they look at when examining managers both current and potential.
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