Apr 29, 2024
Letitia Johnson is the CIO of Amherst College,
where she manages the school's $4 billion endowment. After thirteen
years working with twenty-five clients and attending over 1,000
Investment Committee meetings at Cambridge Associates, Letitia
developed a view about investing that differs from many similar
pools of capital and has applied that view over the last five
years.
Our conversation covers the subtleties of managing an endowment
with a concentrated, bottom-up manager-selected approach for the
long-term, including portfolio construction, risk and liquidity
management, long-term investing, and competition for
capital.
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