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Investment Performance

For 40 years, Rancho Santa Fe Foundation has provided exceptional investment stewardship of charitable funds. After beginning modestly in the early 1980’s, the Foundation has enjoyed significant growth in recent years. The assets support an ever broadening array of activities that ensure the effectiveness of the Foundation’s mission in the present and the future. This is all thanks to our donors, most of whom reside in local communities of Rancho Santa Fe, Solana Beach, Del Mar and Encinitas. It is the philanthropy of many generous donors that provides opportunities for all of San Diego County.

Managed Pool Goals and 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.

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Managed Pool Investment
Performance Report, as of March 31, 2024

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Investment Policy and Asset
Allocation Guidelines

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ESG Pool Goals and Performance

RSF Foundation now offers an ESG (Environment, Social, and Governance) Fund for our Investment Strategy. Fundholders may choose to place all or a percentage of their funds in the ESG pool.

Learn more about the ESG Fund or contact Amy to discuss your options for participating in the fund.

ESG - Environmental Social Governance

Investment Icon

ESG Pool Investment
Performance Report, as of March 31, 2024

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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.

Ken Little (Chairman), Partner & Managing Director of Investments, Brandes Investment Partners, LLP

Carl Wiese CFA, Founder/Portfolio Manager, GROW Funds LLC

Matt Miller, Principal, StoneSteps Real Estate

Ed Blodgett,* Retired, Director, Private Client Group
Brandes Investment Partners, LLP

Rich Carlson,* Retired, President, RCS Asset Management, Rockefeller & Co.

Keith Colestock,* Retired, Limited Partner, Brandes Investment Partners, LLP.

Michael Brown,* CFA, CPA, CFP®, Partner at Corient.

Mike Collins,* Portfolio Manager, Messner & Smith Investment Management

Natalie Walker,* Partner, StepStone Group

Neil Hokanson,* Former RSFF Director

Mark Petrie,* Principal

Richard A. Sapp,* Retired, General Partner of Goldman, Sachs & Co.

John Seiber,* SVP
UBS Financial Services, Inc.

Steve Simpson*
Managing Partner, CoastEdge Partners, LLC

*Non-voting advisor

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