NCCF investment options

The Longleaf Fund

The Longleaf Fund employs investment specialists with proven expertise within individual asset styles of investment.  This enhanced, forward-looking portfolio will strive for better and more consistent returns through specialized, expert management, increased accountability and suitable benchmarks.  Current managers include:

Asset Style

Manager

Large Cap Growth Equity

Eads & Heald Investment Counsel
Goldman Sachs Asset Management

Large Cap Value Equity

Metropolitan West Capital
Delaware Campital Management

Mid Cap Equity

First Citizens Capital Markets

Small/Mid Cap Equity

Oak Ridge Investments
Dreman Value Management

International Value Equity

Alliance Bernstein (Value)
Rennaissance Investment Management (Growth)
Lazard Asset Management (Emerging Markets)

Fixed Income

First Citizens Capital Management
Madison Investment Advisors
PIMCO Total Return

Note:  Additional Longleaf asset managers may be added as the fund grows or as asset style allocations are revised.

Historical Financial Relationships include:

  • Bank of America / U.S. Trust
  • BB&T Trust
  • First Citizens Bank
  • Edward Jones Trust Company
  • Merrill Lynch Trust Company
  • Wachovia Bank, N. A.
  • Pax World Balanced Fund

The NCCF employs investment specialists with the above-named institutions to invest the Foundation’s assets under NCCF-prescribed asset allocation guidelines (generally 65% equity, 25% fixed income and 10% cash and alternatives).  For further information, consult the NCCF Investment Policy, or contact John Hartley, Director of Finance, at 919-256-6918 or jhartley@nccommunityfoundation.org

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