Montana

Hedge Funds Deliver for Montana Retirees, Students, and Nonprofits

Across Big Sky Country, hedge funds deliver for retirement security, college education, and the important work done by non-profits and charities through $1.2 Billion in investments. Institutional investors – like pensions, university endowments, and non-profits – use hedge funds to meet financial obligations, diversify their investment portfolios, and manage risk.

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Total hedge fund investments:

$1.2 BILLION

Deliver for pensions:

$166 MILLION

Deliver for colleges:

$44 MILLION

Deliver for nonprofits:

$1.0 BILLION

Private credit to business

$189 MILLION

Colleges & Universities

Deliver for colleges:

$44 MILLION

AT LEAST 2

colleges and universities invest in hedge funds including:
University of Montana Foundation

$25 MILLION for

10,327 students

Montana State University Foundation

$19 MILLION for

15,717 students

Foundations & Nonprofits

Deliver for nonprofits:

$1.0 BILLION

AT LEAST 1

foundation or nonprofit invests in hedge funds including:
Montana Community Foundation

$16 MILLION

MT-State-Sheet-MFA-2024.03.27 document preview

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Unless otherwise noted, all hedge fund investment data is sourced and licensed from Preqin's alternative asset database as of March 2023 or publicly available, federal datasets. Sources for additional information included on this website are noted where the data appears.

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