Thanks to our well-managed resources and investing disciplines, our portfolios have regularly outperformed their benchmarks in recent years.
Despite the challenging economic climate, the value of our broadly diversified endowment has grown steadily in the last 5 years, from $29.5 million to $35.2 million, as of April 2012.
We’ve achieved double-digit gains through:
- An extensively diversified endowment portfolio
- Nimble investment of institutional funds
- A disciplined, steadfast, and appropriately patient approach
“Our staff and governing boards understand our stewardship role, and we pledge to continue working to protect and grow Bethel’s resources in the years ahead.” - Mark Orgel, Chair, Investment Committee
For more information, contact Angie Hjelle at 651.635.1001 or firstname.lastname@example.org.