Portfolio

At DHSRI, we manage part of Dwight Hall’s Endowment. In this regard, we are first and foremost an endowment. The long-term preservation of, and return on, capital is always a focal point of our team’s mission. To this end, our portfolio’s broad diversification strategy takes after that laid out by David Swensen of the Yale Investments Office.

With over $200,000 in assets under management (AUM),  our portfolio targets an allocation of 35% domestic equity, 30% foreign equity, 25% alternatives, and 10% fixed income. Another focal point of our portfolio is social responsibility. Every investment we consider is closely examined with a lens of investment opportunity and corporate responsibility. By actively screening for companies and funds at the forefront of socially responsible investing, our portfolio is in line with Dwight Hall’s commitment to being a center for public service and social justice.