Gem's Operator Investment Approach: Direct Is Best

GEM's investment approach is rooted in the endowment style of investing, which involves active management and extensive experience in alternative investments. GEM seeks to generate long-term returns that align with their clients' ambitions, and they achieve this by partnering with talented managers who can capitalise on market inefficiencies.

GEM's investment philosophy is centred around the belief that disciplined active management in areas of market inefficiency can deliver excess returns. They focus on building close relationships with managers, acting as trusted advisors and co-investors. By leveraging their dedicated sourcing team and disciplined selection process, GEM provides their clients with access to high-potential opportunities.

GEM's approach to Outsourced Chief Investment Office (OCIO) reflects their commitment to partnering with clients to manage their investment and governance needs. They collaborate closely with clients' boards, finance teams, and stakeholders to gain a deep understanding of their needs and develop comprehensive investment programs.

GEM's investment solutions are designed to translate clients' return goals, spending needs, and risk tolerance into appropriate portfolio structures. They leverage their extensive networks and endowment experience to source and underwrite compelling manager and investment opportunities across asset classes.

By offering alternative investments, GEM aims to enhance portfolio returns and control risk. Their team has decades of experience investing alongside premier alternative investment managers, helping clients meet their investment goals.

GEM's direct-to-operator investment approach involves partnering with talented managers to capitalise on market inefficiencies

GEM builds close relationships with these managers, often serving as a trusted advisor and active co-investor. By investing in talented managers who can capitalise on market inefficiencies, GEM aims to generate long-term returns that support its clients' ambitions. This approach is particularly effective in areas of market inefficiency, where disciplined active management can deliver excess returns.

GEM's investment approach is tailored to each client's specific goals, risk tolerances, liquidity requirements, and strategic plans. Portfolios are designed to meet the needs of the clients, offering exposure to traditional and alternative investment opportunities that are generally unavailable to conventional investment firms. GEM assumes responsibility for the nuts and bolts of investment management, allowing clients to focus on their organisational missions and day-to-day operations.

GEM's experienced leadership team has decades of experience working with leading endowments, foundations, private equity, hedge funds, and family offices. This expertise enables them to understand the unique growth, resourcing, and liquidity challenges that institutions face and provide effective solutions.

GEM acts as a trusted advisor and active co-investor, building close relationships with managers

GEM's investment approach is rooted in the endowment style of investing, which involves active management and extensive experience in alternative investments. GEM acts as a trusted advisor and active co-investor, building close relationships with talented managers who can capitalise on market inefficiencies in the pursuit of alpha.

GEM's dedicated sourcing team and disciplined selection process provide clients with access to high-potential opportunities that are difficult to replicate. The company tailors its portfolio construction to each client's needs, adhering to specific investment tenets. GEM recognises that meeting long-term return goals requires a meaningful allocation to equity, historically the highest-returning asset class.

GEM also believes in using portfolio diversification to control risk and volatility through market cycles. While acknowledging that passive investing is sensible in highly efficient markets, the company favours disciplined active management in areas of market inefficiency to deliver excess returns.

GEM understands that alternative investments are opportunity sets with a high degree of performance variability among managers. The company leverages its expansive networks and skill in manager selection to identify talented investment managers with domain expertise, analytical rigour, and a steady temperament. GEM forges long-term partnerships with well-aligned owner-operators, built on a foundation of stewardship.

The ideal manager for GEM is passionate about their work and possesses demonstrated skills in sourcing and capitalising on unique opportunities. By partnering with these managers, GEM serves as a trusted advisor and active co-investor, fostering close relationships that benefit their clients.

GEM's approach includes disciplined active management and extensive experience in alternative investments

GEM's approach to investing is rooted in the endowment style of investing. This involves active management and extensive experience in alternative investments, where manager selection and skill are rewarded. GEM's investment tenets are tailored to each client's needs, but they generally adhere to the following principles:

• Meeting a client's long-term return goal requires a meaningful allocation to equity—historically the highest-returning asset class.
• Portfolio diversification is used to control risk and volatility through market cycles.
• While passive investing is sensible in highly efficient markets, disciplined active management in areas of market inefficiency can deliver excess returns.
• Alternative investments are opportunity sets with a high degree of performance variability among managers. GEM believes that alternative strategies provide a greater opportunity for outperformance for those with expansive networks and skill in manager selection.

GEM's dedicated sourcing team and disciplined selection process aim to provide clients with access to high-potential opportunities that are difficult to replicate. They partner with talented managers who capitalise on market inefficiencies and often serve as a trusted advisor and active co-investor. GEM's approach is underpinned by their experienced leadership team, which has decades of experience working with leading endowments, foundations, private equity, hedge funds, and family offices. This allows them to understand the unique challenges institutions face and effectively manage them.

GEM tailors investment portfolios to each client's specific goals, risk tolerances, and strategic plans

GEM's portfolios are populated with exposure to traditional and alternative investment opportunities that are generally unavailable to conventional investment firms and capital allocators. They source and underwrite these relationships through their differentiated networks and extensive experience in the leading endowment community.

GEM also looks to build a deep foundation of trust and integration with clients, supporting board governance, capital planning, advancement strategy, and other institutional needs, as if they were their in-house team. Their boutique size means they can engage deeply with clients and their key stakeholders, while still having the resources to compete with large endowments.

GEM's experienced leadership team has decades of experience working with leading endowments, foundations, private equity, hedge funds, and family offices. They understand the unique challenges institutions face and know how to manage them.

GEM acts as a hands-on extension of their clients' organizations, aligning with their stakeholders on goals, strategic vision, risk tolerance, constraints, and operational structure. They are committed to helping clients identify, assess, and solve for their needs and objectives, developing advanced, uniquely crafted strategies to meet both short- and long-term goals.

GEM assumes responsibility for the nuts and bolts of investment management, allowing clients to focus on their organisational missions

As a leading Outsourced Chief Investment Office (OCIO), GEM assumes responsibility for the nuts and bolts of investment management, allowing clients to focus on their organisational missions. GEM's investment approach is rooted in the endowment style of investing, employing active management and extensive experience in alternative investments.

GEM's dedicated sourcing team and disciplined selection process afford clients access to high-potential opportunities that are difficult to replicate. The company tailors portfolio construction to the needs of each client while adhering to its investment tenets. GEM uses portfolio diversification to control risk and volatility through market cycles. The company believes that disciplined active management in areas of market inefficiency can deliver excess returns.

GEM's investment team sources differentiated, elite managers, providing clients with access to high-potential opportunities that are hard to replicate. The company acts as a hands-on extension of its clients' organisations, aligning with stakeholders on goals, strategic vision, risk tolerance, constraints, and operational structure.

GEM develops advanced, uniquely crafted strategies to help meet clients' short-term goals, such as funding new facilities or grants, as well as their long-term aspirations. The company partners with clients to create and deploy well-defined investment strategies, addressing the needs of clients' total portfolios with a broad range of alpha-seeking opportunities.

By assuming responsibility for the nuts and bolts of investment management, GEM enables clients to focus on their organisational missions and day-to-day operations.

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