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College of the Holy Cross Endowment Fund

Name: Holy Cross Investment Office

Assets Under Management: $918 Million (Source: College of the Holy Cross on 6/30/2013)

Annual Report: College of the Holy Cross Financial Statements June 30, 2013 and 2012

Portfolio Insights: “College of the Holy Cross (the College or Holy Cross) is a not-for-profit educational institution committed to the principle of educating men and women for others. As a Jesuit college, Holy Cross takes its place in a 450-year tradition of Catholic education that has distinguished itself for intellectual rigor, high academic standards, and religious and moral sensitivity. Top-ranked nationally, Holy Cross is a coeducational liberal arts college with a community of approximately 2,900 students, situated on a 174-acre campus. Holy Cross was founded in 1843 by the second bishop of Boston, Benedict Joseph Fenwick, S. J., making it the oldest Catholic college in New England.” (Source)

Our team, the Endowment Fund Association (EFA) and is the #1 community and most visited website dedicated to endowment fund professionals.  We provide endowment funds with buy-side co-investment and direct investment deal origination services, outsourced chief investment officer selection help,  and also provide Endowment 500 research and Endowment Database Solutions.

Top College of the Holy Cross Endowment Fund Headlines:

1) The College of the Holy Cross, also known as Holy Cross, is a private undergraduate liberal arts college known for its demanding academic programs and its Roman Catholic roots. The institution is considered an elite school and is one of the six colleges that are said to rival the Ivy League in terms of academic excellence. Along with Boston College, Fordham University, Georgetown University, Notre Dame University and Villanova University, Holy Cross is informally called one of the “Catholic Ivies”. Standardized test scores are not required for admission.

This institution has an offering of over 27 majors in science and mathematics, humanities, social science, and arts. The opportunities to extend learning outside the classroom are limitless, with the many extracurricular activities to partake in, including hobby clubs and athletics. (Source)

2) The Department of Classics and the College of the Holy Cross offer competitive merit-based scholarships to outstanding high school graduates who will major in the Classics at Holy Cross. Each year we award two Rev. Henry Bean, S.J., Scholarships, which are four-year, full-tuition, merit-based scholarships. Candidates are expected to have a strong background (equivalent of four years) in Latin and/or Greek, and significant academic achievement in all other subjects and on standardized tests. (Source)

3) From 1947-54, athletic teams representing the College of the Holy Cross in Worcester had a remarkable run. It started with basketball. A team coached by Buster Sheary and led by Most Valuable Player George Kaftan grabbed the 1947 NCAA championship by beating Oklahoma 58-47 in the final at Madison Square Garden. In 1952, Holy Cross became a big name in baseball, too, when a team coached by former big leaguer Jack Barry won the College World Series in Omaha, Neb. The pattern of big-game victories for Holy Cross continued through 1954, when a Sheary-coached team that included sophomore Don Prohovich of Ware won the National Invitation Tournament at Madison Square Garden. At the time, the NIT was every bit as prestigious as the NCAA tournament. (Source)

4) The Holy Cross Investment Office is responsible for the oversight and management of the College’s $700 million endowment, as well as an additional $60 million in planned giving and defined benefit plan assets.  The College’s endowment is invested in a highly diversified, multi-asset class portfolio, with a heavy commitment to equity and equity-like investments for long-term capital appreciation well in excess of inflation.  The Investment Office strives to build relationships with top-tier investment management firms and identify unique strategies and opportunities worldwide. (Source)

5) The annual list price to attend College of the Holy Cross on a full time basis for 2012/2013 is $56,932 for all students regardless of their residency. This fee is comprised of $43,660 for tuition, $11,960 room and board, $700 for books and supplies and $612 for other fees. (Source)

About Richard C. Wilson