Investments

Assets in the permanent funds of Permian Basin Area Foundation are invested with long-term objectives of corpus protection and value growth employing proven professional investment managers and diligent performance monitoring.

The Foundation’s investment strategy embraces a defined asset allocation model and disciplined re-balancing to maintain actual values within the allocation policy. The diversified portfolio includes positions in large cap, mid-cap, small cap, and international equities, as well as fixed income securities.

The Foundation’s Investment Committee governs policy and monitors investment management and performance relative to standard benchmarks and peer group comparisons. Committee members are listed in the latest Annual Report found on this website.

For information about the Foundation’s policies on fund management, fees and investments, and for a list of investment managers, contact Guy McCrary, President and Chief Executive Officer at gmccrary@pbaf.org or call 432.617.3213.