Joe Wright

Joe is responsible for investment oversight of HighGround’s open-end commingled funds, including $1.2 billion in endowment funds, $200 million in planned giving assets (charitable remainder trusts and gift annuities), $190 million in cash and reserve assets, and $190 million in mineral interests and real estate. Strategic portfolios are constructed using HighGround’s asset class funds comprised of 44 investment managers employing over 70 underlying investment strategies. He has experience with all assets classes including traditional, long only equity and fixed income, and alternative asset classes; private equity, private real estate, energy, long-short equity and absolute return strategies. Joe also interfaces with HighGround’s key institutional clients’ senior staff and Trustee Boards, advising on capital markets, investment policy, strategy, managers and performance. Larger client relationships include university, health care, child care and other Baptist denominational non-profit organizations. Accomplishments: • Successful record developing strategy and constructing multi-asset class, multi-manager investment portfolios that achieve long-term financial objectives – Endowment funds have performed in the top quartiles of peer universes. • Evolved Foundation’s investment policy and strategy from traditional, long only stocks and bonds to more diversified “endowment model” including private equity, real estate, energy and hedge fund investments. • Developed innovative yield enhancement strategy for cash reserve and operating assets in response to low yield environment that has consistently outperformed money market funds since its 2005 inception.