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In 1998, Barnabas Foundation made a strategic decision to professionalize the oversight and management of our investments. The goal was to allocate the investments across a diversified portfolio and hire nationally-recognized managers to invest funds in their areas of expertise in order to maximize returns.
There are currently
eight investment
management firms
handling our
portfolio. The
performance of each
manager is measured
against their assigned
benchmark monthly and
reported to our
Investment
Committee. Each of
the managers is
evaluated and reviewed
by our investment
committee on a regular
basis. The 5 year
annualized return of
each of our funds is
demonstrated in the
charts below.
This
chart shows the net
investment returns of
each manager compared to
their respective
benchmark for the past 5
years of their
relationship with
Barnabas Foundation
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