Capital Allocators – Inside the Institutional Investment Industry Sandra Robertson – Oxford's Queen of Endowment Management (Capital Allocators, EP.130)
Apr 13, 2020
Sandra Robertson, CEO and Chief Investment Officer of OU Endowment Management, shares her remarkable journey from stockbroker to endowment manager. She discusses navigating market volatility and the crucial role of mentorship in her career. Robertson elaborates on strategic asset allocation, including the integration of public and private equity, while addressing the complexities of fees and ESG considerations. Her insights into resource efficiency and innovative investment approaches provide a fresh perspective on modern investment strategies.
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Joining Oxford
- Sandra Robertson was initially hesitant to join Oxford due to limited resources.
- The opportunity to build both a business and a portfolio, along with Mike Moritz's involvement, convinced her.
Navigating 2008
- Setting up Oxford's investment office during the 2008 financial crisis was challenging.
- They consolidated assets, established a custodian and banking relationship, and navigated regulatory hurdles.
Oxford Investment Philosophy
- Oxford's investment philosophy emphasizes absolute return, equities, and liquidity.
- Sandra aimed for a simple, concentrated portfolio with aligned manager interests.