Southwestern Medical Foundation

Southwestern Medical Foundation

Southwestern Medical Foundation

Overview
Date Founded

1939

Headquarters

2305 Cedar Springs Road,Suite 150,Dallas, TX 75201

Charitable Causes

Education Research & Support

Employees (Worldwide)

17

Industries

Social Interest
Investment Services & Portfolio Management

Company Description

In 1943, the Foundation established Southwestern Medical College and helped to nurture its growth from a fledgling medical school into one of the preeminent medical research and academic centers in the world. Today UT Southwestern medical center enjoys an international reputation for discovering the basis for disease through research, applying the discoveries to the clinical care of patients, and educating the next generation of health care professionals.

Contact Data
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Executives & Employees

President & Chief Executive Officer

Senior Vice President & Chief Financial Officer

Vice President-Director of Finance

Corporate Secretary

Planned Giving Director

Executive Vice President (Jan-Aug)

Secretary

Senior Manager of Accounting

Director of Donor Relations

Board of Directors

Chairman & Chief Executive Officer at TreeHouse, Inc.

Former Chief Executive Officer of Consumer & Business Banking at JPMorgan Chase & Co.

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Advisors & Consultants
Investment Manager

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Investment Manager

Fund Evaluation Group (FEG) pursues a valuation-oriented investment approach. The firm believes that value investing can lower a portfolio's risk by building in a margin of safety, as assets are purchased below their true value. In some cases, value investing requires a contrarian position. FEG seeks out managers with unique strategies and competencies that can add value to a portfolio, beyond that of a passive representation of the market. Thus, the search for alpha leads primarily to inefficient markets and unconstrained mandates.FEG takes a broad-based view of asset allocation, with investments generally falling into one of four asset categories: global equity, global fixed income & credit, real assets and diversifying strategies. Each category serves a specific role within a portfolio. An allocation to all four categories provides diversification to major market risk factors and provides a high-level framework to view the exposures within the portfolio. In order to achieve greater diversification, the four broad categories are further broken down into sub-categories with more specific risk/reward characteristics and market behavior. By strategically allocating portfolios among these categories, FEG seeks to generate consistent returns and manage risk irrespective of the market environment.

Investment Manager

Wasatch selects investments for clients based solely on investment considerations, including whether the investments are suitable for the client and consistent with the client's investment objectives and guidelines. The firm generally uses a process of \"bottom-up\" fundamental analysis to look for individual companies that they believe are stable and have the potential to grow steadily for long periods of time. Their analysis may include studying a company's financial statements, building proprietary financial models, visiting company facilities, and meeting with executive management, suppliers and customers.

Key Stats and Financials As of 2017
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$69.7M
Non-Profit Donations & Grants Received
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