Texas Presbyterian Foundation
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Defensive Strategies Fund

Inception Date: October 1, 2010

The TPF Defensive Strategies Fund is a broadly diversified portfolio of primarily institutional-class mutual funds employing a variety of alternative investment strategies, including merger arbitrage, put and call options, and long/short equity.

An important objective of the TPF Defensive Strategies Fund is to be fully liquid and transparent using daily-valued mutual funds and not private equity vehicles.  The Fund will evolve over time and TPF will add or remove strategies and particular managers.


Net Assets: $68.4 Million
As of September 30, 2019

Fund Management

25% of the Fund is managed by Diamond Hill Capital Mgmt, Inc. of Columbus, OH in its Diamond Hill Long-Short Fund
25% of the Fund is managed by Eaton Vance Management of Boston, MA in its Senior Floating-Rate Bank Loans.
25% of the Fund is managed by Gateway Investment Advisors of Cincinnati, OH in its Gateway Fund.
25% of the Fund is managed by Pacific Investment Management Company (PIMCO) of Newport Beach, California in its All Assets Fund.

Reports

For additional information, please contact your Relationship Manager.