Texas Presbyterian Foundation
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Diversified Strategies Fund

Inception Date: October 1, 2010

The TPF Diversified Strategies Fund (formerly 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 Diversified 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

The Defensive Strategies Fund was renamed to The Diversified Strategies Fund as of January 1, 2020.
For additional information, please contact your Relationship Manager.