The Ohio State University Senate Fiscal Committee Office of Investments Update November 3, 2009. Jonathan D. Hook Vice President & Chief Investment Officer. 1. Executive Summary.
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The Ohio State UniversitySenate Fiscal Committee
Office of Investments Update
November 3, 2009
Jonathan D. Hook
Vice President & Chief Investment Officer
Fiscal 2009:Portfolio Return (22.6%)
Accounting Change* ( 0.7%)
Reported Inv. Returns (23.3%)
Q1 FY 2010:July 2009 4.4%
August 2009 2.9%
September 2009 2.6%
* Decision was made to lag the hedge fund returns by thirty days to eliminate estimations. This action mandated that we move June’s hedge fund returns to July – FY 2010.
- Possible additional Opportunistic Situations
- Add exposure to more Concentrated Active Managers
- Upgrade/Consolidate Current Equity Managers
Chief Investment Officer
David Gilmore – Director of Investments
Scott Adams – Investment Officer
Jerry Polk – Director Of Investments
Bernie Gehlmann – Investment Officer