About Osprey Financial Group
Osprey Financial Group is comprised of undergraduate and
graduate students selected to invest a portion of the Foundation's assets in a
diversified, actively managed portfolio of equity and fixed income securities.
The principal is from a gift to the Foundation from Jody and Layton Smith
expressly for the purpose of enabling a special group of students to manage a
$500,000 portion of the Endowment.
The Fund's Primary Objective is to achieve a rate of return over the
longer term (rolling 5-year periods) in excess of the following weighted average
benchmark:
S&P 500 Index (.60) + MSCI EAFE (0.10) +
Barclays Aggregate Bond (.30)
The Fund's Secondary Objective is to
achieve a rate of return over the longer term (rolling 5-year periods) which
ranks above average when compared to a representative universe of other,
similarly managed balanced/blended portfolios.
