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Moravian University
Moravian University's endowment operates from Bethlehem, Pennsylvania, supporting a private institution that traces its lineage to 1742. President and CEO...
Moravian University
Moravian University's endowment operates from Bethlehem, Pennsylvania, supporting a private institution that traces its lineage to 1742. President and CEO Bryon L. Grigsby leads the university alongside a Board of Trustees that includes investment committee members Brian Oswald and Robert A. Verrone. The endowment is the university's primary financial engine for scholarships and operations. The portfolio spans public equities, fixed income, hedge funds, natural resources, real estate, and private co-investments. Confirmed strategies include distressed debt, turnarounds, early-stage venture, and buyouts. The endowment also backs the Amrhein Investment Fund, a student-managed vehicle that invests a portion of the university's assets in public markets, blending fiduciary duty with academic curriculum. Geographically, the university's real assets cluster in Bethlehem and broader North America, with holdings such as the Priscilla Payne Hurd Campus and Moravian Village. The trustees' investment committee, which has included Robert A. Verrone of Iron Hound, governs asset allocation. Moravian maintains partnerships with St. Luke's University Health Network for clinical education and holds membership in NACUBO and AICUP. Philanthropic flows coalesce through the Moravian University Foundation and the Brubaker Family Foundations Endowed Fund. In 2010, Joann M. Trotsky established the Trotsky Family Collection at the university. Moravian is distinct among endowments for operating a fully integrated undergraduate investment fund — the Amrhein Investment Fund — as a live portfolio managing university capital. This commingling of instruction and fiduciary oversight creates a governance layer most endowments outsource to external OCIOs or keep quarantined from academic programs.
General information
Firm type
Endowment / Foundation
Year founded
1742
Location
Region
North America
Country
United States
City
Bethlehem
Corporate office
Bethlehem, Pennsylvania, United States
Principals
Bryon L. Grigsby
President and CEO
Brian J. Corvino
Chair of the Board of Trustees
Brian Oswald
Chair of the Board of Trustees and member of the Investment Committee
Robert A. Verrone
Member of the Board of Trustees and Investment Committee
Sector focus
Frequently asked questions
Who runs investment decisions at Moravian University's endowment?
The Board of Trustees' Investment Committee governs asset allocation and manager selection. Brian Oswald has chaired this committee, and Robert A. Verrone of Iron Hound has served on it, bringing external investment management expertise to the endowment's oversight.
How large is the Moravian University endowment?
Moravian does not publicly disclose its exact endowment figure. Altss research estimates the endowment at approximately $177 million. This places it well below the median for NACUBO-reporting institutions but sufficient to support the university's scholarship and operational mandates.
What asset classes does the endowment invest in?
The endowment deploys capital across public equities, fixed income, hedge funds, natural resources, real estate, and private co-investments. Its strategy includes distressed debt, early-stage venture, buyouts, and timber, alongside more traditional diversified pools.
What is the Amrhein Investment Fund?
The Amrhein Investment Fund is a student-managed portfolio that invests a portion of the university's endowment in public markets. It serves dual purposes — providing students with hands-on asset management experience while directing real returns back into institutional operations.
How is Moravian University related to St. Luke's University Health Network?
Moravian maintains a clinical and educational partnership with St. Luke's University Health Network, primarily supporting health sciences programs. This relationship is operational and academic rather than a co-investment vehicle.
What philanthropic structures support the university?
Philanthropic support flows through the Moravian University Foundation and named funds such as the Brubaker Family Foundations Endowed Fund and the Anna Nitschmann Society. These vehicles are distinct from the endowment's investment portfolio.
Does the endowment make direct private investments or use fund of funds?
The endowment combines both approaches. Confirmed investment types include direct co-investments, fund-of-funds, and allocations to distressed debt and venture capital. The student-managed Amrhein Fund operates as a direct public-equity sleeve.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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