Stewardship of charitable funds is one of OCF's most important responsibilities. Our broadly diversified investment portfolio is structured to produce investment returns that exceed market averages, particularly in down markets.
Our investment programs combine the assets of permanent charitable funds for investment. Each fund benefits from the strength of a large, pooled portfolio. The result is high-quality, diversified investment management at reasonable fees and costs.
OCF's investment managers collaborate with an outstanding investment committee comprising knowledgeable and experienced volunteers. The committee oversees the investment program and makes recommendations to the board of directors regarding investment policy, strategy and management. Cambridge Associates, an international investment consulting firm, assists the committee in its work.
Investment Committee Members
William Berg, chair - Portland
Lyn Hennion - Medford
Tim Mabry - Hermiston
Jim Mark - Portland
Duane McDougall - Lake Oswego
William Moffat - Wilsonville
Ron Parker - Portland
William Rutherford - Portland
Benjamin R. Whiteley - Portland
Robert Wulf - Neskowin
Loren Wyss - Portland
Current Investment Managers
Our current investment managers provide a diversity of styles.
Marketable Alternative Assets
Arlington Fund — OCF Series (diversified portfolio of 32 limited partnerships)
Private Equity Investments (62 limited partnerships)