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Investment Approach

We have developed an investment approach that we believe will help us to achieve our vision. We aim to preserve capital and still provide for a consistent level of annual grant funding, with the flexibility to respond to opportunities as they arise.

Foundation North’s ability to provide grant funding is underpinned by the performance of its investment portfolio.

Foundation North is a long-term investor; as such, it has a well-diversified portfolio which is designed to navigate difficult environments and unexpected market conditions through time, including those posed by global events such as the COVID-19 pandemic. The “defensive” characteristics of the Foundation’s portfolio are intended to dampen portfolio declines and to allow for continued granting and operational spending. The grants budget over the past three financial years has been between $46m and $50m – this provides a level of confidence that we have adopted the right approach with our investment portfolio management.

Peter Tynan, Chief Executive (August 2022)