Investment Performance

For more than 37 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.

Investment Performance

For more than 37 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.

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.

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Investment Performance Report, as of October 31, 2019

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Investment Policy and Asset Allocation Guidelines

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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.

Terry Atkinson, Atkinson Management Consulting

Ed Blodgett (Chairman), Retired, Director, Private Client Group
Brandes Investment Partners, LLP

Mark Holmlund, Retired, EVP and CIO
Pacific Life Insurance Company

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

Mark Petrie, Principal
Aspiriant

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

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

Connie Levi,* Director
Thrivent Financial

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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