Investment Goals & Performance
The Investment Committee of Rancho Santa Fe Foundation Board of Directors makes asset allocation decisions for the Managed Pool of assets at the Foundation.
The primary goals of the Foundation for the investment of the Portfolio are as follows:
- Preservation of capital with appropriate liquidity
- Sufficient growth of capital to offset the effects of inflation and provide for future needs
- Enhancement of the realization of the philanthropic goals of the Foundation and its constituent organizations
The following documents provide current investment allocation and performance data. For further financial information about Rancho Santa Fe Foundation, please see our financial reports.
Report, as of December 31, 2021
Investment Policy and Asset
Our ESG Fund
RSF Foundation now offers an ESG (Environment, Social, and Governance) Fund for our Investment Strategy. Fund holders may choose to place all or a percentage of their funds in the ESG pool.
Rancho Santa Fe Foundation Investment Committee & Advisors
As stewards of RSF Foundation’s assets, the investment committee holds itself to the highest standards of professional ethical performance.
Ed Blodgett, Retired, Director, Private Client Group
Brandes Investment Partners, LLP
Barbara Kyrillos, Retired, Senior Analyst, Brandes Investment Partners
Ken Little (Chairman), Partner & Managing Director of Investments, Brandes Investment Partners, LLP
Carl Wiese CFA, Founder/Portfolio Manager, GROW Funds LLC
Rich Carlson,* Retired, President, RCS Asset Management, Rockefeller & Co.
Keith Colestock,* Retired, Limited Partner, Brandes Investment Partners, LLP.
Mike Collins,* Portfolio Manager, Messner & Smith Investment Management
Neil Hokanson,* Former RSFF Director
Connie Levi,* Director
Mark Petrie,* Principal
Richard A. Sapp,* Retired, General Partner of Goldman, Sachs & Co.
John Seiber,* SVP
UBS Financial Services, Inc.
Managing Partner, CoastEdge Partners, LLC