Board of Retirement Investment Information – August 2024

At its meeting on August 27, 2024, the Board of Retirement approved a $60 million commitment to GoldenTree Asset Management Master Fund Select Strategy, as part of SamCERA’s opportunistic credit portfolio within the Growth category.

The Board also approved a $20 million re-up commitment to Summit Partners Growth Equity Fund XII L.P., as part of SamCERA’s Venture Capital portfolio within Private Equity under the Growth category.

No further board action was taken related to SamCERA’s investment commitments or hires.

More information on SamCERA’s commitments may be available in SamCERA’s Board of Retirement meeting minutes. Minutes for a given Board meeting are usually approved at the next regular meeting and will be posted shortly thereafter. 

Board of Retirement Investment Information – January 2024

At its meeting on January 23, 2024, the Board of Retirement approved a $60 million investment in the Eaton Vance Emerging Markets Debt Opportunities Strategy as part of SamCERA’s opportunistic credit portfolio under the Growth category.

No further board action was taken related to SamCERA’s investment commitments or hires

More information on SamCERA’s commitments may be available in SamCERA’s Board of Retirement meeting minutes. Minutes for a given Board meeting are usually approved at the next regular meeting and will be posted shortly thereafter. 

Board of Retirement Investment Information – February 2024

At its meeting on February 27, 2024, the Board of Retirement approved a $45 million commitment to Comvest Credit Partners VII, L.P., as part of SamCERA’s Private Credit portfolio within Opportunistic Credit under the Growth category.

The Board also approved a $28 million commitment to Peak Rock Capital Fund IV, L.P., as part of SamCERA’s buyout portfolio within Private Equity under the Growth category.

No further board action was taken related to SamCERA’s investment commitments or hires.

More information on SamCERA’s commitments may be available in SamCERA’s Board of Retirement meeting minutes. Minutes for a given Board meeting are usually approved at the next regular meeting and will be posted shortly thereafter. 

Board of Retirement Investment Information

At its meeting on November 1, 2022, the Board of Retirement approved a $25 million commitment to Davidson Kempner Opportunities Fund VI LP, as part of SamCERA’s Debt-Related/Special Situations portfolio within Private Equity.

No further board action was taken related to SamCERA’s investment commitments or hires.

More information on SamCERA’s commitments may be available in SamCERA’s Board of Retirement meeting minutes. Minutes for a given Board meeting are usually approved at the next regular meeting and will be posted shortly thereafter. 

Board of Retirement Investment Information – April 2024

At its meeting on April 23, 2024, the Board of Retirement approved a $30 million commitment to TPG Angelo Gordon Credit Solutions Fund III LP, as part of SamCERA’s opportunistic credit portfolio within Fixed Income under the Growth risk category.

The Board also approved a $28 million commitment to Kinderhook Capital Fund 8, L.P., as part of SamCERA’s buyout portfolio within Private Equity under the Growth risk category.

No further board action was taken related to SamCERA’s investment commitments or hires.

More information on SamCERA’s commitments may be available in SamCERA’s Board of Retirement meeting minutes. Minutes for a given Board meeting are usually approved at the next regular meeting and will be posted shortly thereafter. 

Board of Retirement Investment Information – June 2024

At its meeting on June 4, 2024, the Board of Retirement approved a $35 million commitment to Beach Point Capital Real Estate Debt Fund, L.P., as part of SamCERA’s debt portfolio within Real Estate under the Inflation Hedge category.

The Board also approved a $25 million re-up commitment to Quantum Energy Partners VIII, L.P., as part of SamCERA’s Natural Resources portfolio within Private Real Assets under the Inflation Hedge category.

No further board action was taken related to SamCERA’s investment commitments or hires.

More information on SamCERA’s commitments may be available in SamCERA’s Board of Retirement meeting minutes. Minutes for a given Board meeting are usually approved at the next regular meeting and will be posted shortly thereafter.