UTAM was established on April 25, 2000 as a separately incorporated investment management organization with a Board of Directors. UTAM was created to offer the university an accountable, professionally staffed investment management organization that was tasked with successfully incorporating active management in its investment process and adding value above passive returns
Canada
$7
12.9
Chuck O'Reilly
Chuck O'Reilly
Richard Nunn
60% Global Equity
20% Canadian Corporate Bonds
20% Canadian Govt Bonds
Asset allocation as of December 31, 2023. All information is as per the most recent annual report or other publicly available data via the fund's website