The Role Alternatives Can Play

Friday, May 5th, 2017

In the white paper,  The Role Alternatives Can Play, Verger Capital explores how investors can leverage time horizons to decrease portfolio volatility and capture illiquidity premium through the use of alternative investments.  

Start with the Why

Friday, March 31st, 2017

Here at Verger Capital, we have avid TED talk fans.  There is one talk in particular that we all agree on, “The Golden Circle” by Simon Sinek.  In his presentation, Mr. Sinek discusses the oftentimes outside-in thinking of individuals and businesses.  While many initially think of themselves in the context of What, Mr. Sinek discusses […]

Verger Newsroom

Tuesday, January 31st, 2017

  WHAT TO TELL YOUR FRIEND WHO SNACKS ON ALMONDS ALL DAY You’re a little nutty, but that isn’t always a bad thing.  Jim Dunn talked with Bloomberg Markets radio about interesting investments, investing in a low-return environment, and the importance of creating an “antifragile” portfolio.   WHAT DO SCHOOL LUNCH TABLES AND ENDOWMENTS HAVE […]

Verger on the Road: Argentina and Brazil

Wednesday, December 21st, 2016

Chris Culbertson, Investment Director, gives you an inside look into his recent manager due diligence trip to South America. I recently returned from a week long trip touring Argentina and Brazil along with one of Verger Capital Management’s key frontier managers.  Each time I travel to a frontier or an emerging market, I am reminded […]

Challenging Orthodoxies: Conflicts in the Endowment World

Monday, November 28th, 2016

“How many academics does it take to change a light bulb? Change, Change who said anything about change?” – Rogan Kersh, Wake Forest University Provost Every endowment thinks the way they manage a portfolio is special, that they are unique; they aren’t. Just like every part of higher education, good ideas get copied. Innovation in […]

Challenging Orthodoxies: The Distraction that is Modern Portfolio Theory

Monday, November 21st, 2016

In September 2013, Julie Segal asked “Is Alpha Dead – beating the market has become nearly impossible.” “….struggles to find excess returns…What had become common wisdom and the science of markets suddenly didn’t work…[The Endowment Model] stresses diversification into all types of equities and employs huge allocations to alternative investments like PE and Hedge funds.  […]

Challenging Orthodoxies: The Peril of Short-Termism

Monday, November 14th, 2016

“Leadership is, among other things, the ability to inflict pain and get away with it — short-term pain for long-term gain.” George Will Since the 2008 financial crisis, a growing refrain has urged the US and other economies to move away from their focus on quarterly results and toward a true long-term mindset. A host […]

Election Effects: Verger Capital’s Perspective

Wednesday, November 9th, 2016

Surprise, it’s a brave new world in the US.  In a reprimand to the political establishment—and a surprise to many— President-elect Donald Trump rode a wave of populism to pull off a major upset. With somewhat greater clarity in Washington, we now are considering the degree to which campaign rhetoric will translate into policy and […]

Challenging Orthodoxies: Fiduciary Politics

Monday, November 7th, 2016

“The Trustees of endowed institutions are the guardians of the future against the claims of the present.”  – James Tobin, Yale Running an endowment is very contextual. It depends on the nature of the institution, its history, its ambitions, its financial resources, and social context. Yale is not Penn, Wake Forest is not Duke, and […]

Verger Capital Hires Dynamic Addition to Leadership Team

Monday, April 18th, 2016

Verger Capital, the outsourced-CIO investment advisor exclusively for non-profit organizations, is pleased to announce Garry Duncan as President of Verger Capital Management.  Garry brings to Verger a strong industry background, most recently serving in a senior leadership role for PNC Institutional Asset Management.  As part of Verger’s leadership team, Garry will develop and implement policies, strategies, and initiatives across […]