Unc Management Company, Inc.
UNC Management Company, Inc., based in Chapel Hill, North Carolina, is a nonprofit asset manager founded to serve the University of North Carolina System and its affiliates. The firm provides professional investment management and oversees endowment and related long-term funds for educational and charitable organizations within the UNC system. As a dedicated university investment office, it focuses on delivering long-term financial stability and growth to support the institutions it serves. According to recent IRS filings, the employee count and leadership structure are that of a midsized investment company managing significant assets for a network of public institutions.
Investment Strategy
UNC Management Company manages the investments of the University of North Carolina System and affiliated organizations with a long-term horizon, focusing on growing endowment and long-term capital through a diversified asset allocation. Its strategy is consistent with university endowment models, emphasizing capital preservation, prudent risk management, and a diversified portfolio across public and private markets including equities, fixed income, private equity, real assets, and alternative strategies. The goal is to provide sustainable support for university operations by maximizing risk-adjusted returns within policy guidelines.
Top Holdings
Equity Positions (2)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 76.73% | $669.8M | 1,078,791 | $582.23 | $620.90 | -$79.4M |
I IWV | ISHARES TR | 23.27% | $203.1M | 578,635 | $302.49 | $351.00 | +$19.8M |