Emory University
Emory University is a leading private research university located in Atlanta, Georgia. Its Endowment, managed by Emory Investment Management (EIM), oversees the university’s long-term investment portfolio and supports its academic mission. The endowment is one of the largest university endowments in the United States, founded to ensure financial stability and growth for the institution. Emory Investment Management was formally established to steward these assets and currently employs professionals dedicated to asset allocation, risk management, and sustainable investing. The endowment supports faculty, research, scholarships, and institutional development.
Investment Strategy
Emory University’s endowment invests across a broad range of asset classes, including public equities, fixed income, hedge funds, private equity, and alternative strategies. Recent filings indicate an innovative approach, with allocations to both traditional investments (ETF, corporate bonds, large-cap stocks like NVIDIA) and progressive assets such as cryptocurrency via the Grayscale Bitcoin Trust ETF. The portfolio is managed to balance market risk and seek long-term capital appreciation, supporting the university’s research and educational objectives. The strategy emphasizes diversification and institutionalization of new asset classes to further growth and protect the university's financial health.
Top Holdings
Equity Positions (6)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BTC | GRAYSCALE BITCOIN MINI TR ET | 92.41% | $25.6M | 535,781 | $41.87 | $47.75 | +$6.0M |
M MINT | PIMCO ETF TR | 2.37% | $656.2K | 6,527 | $100.69 | $100.54 | -$555 |
N NVDA | NVIDIA CORPORATION | 1.79% | $494.5K | 3,130 | $93.14 | $157.99 | +$155.3K |
S SPY | SPDR S&P 500 ETF TR | 1.61% | $444.9K | 720 | $477.68 | $617.85 | +$48.8K |
I IBIT | ISHARES BITCOIN TRUST ETF | 0.98% | $272.4K | 4,450 | $61.21 | $61.21 | +$272.4K |