The website of the Diocesan Foundation has been updated to include results for the quarter ending March 31, 2018. The update can be found at www.foundation-dwtx.org.
While the Foundation’s managers outperformed other managers, turbulence in both the stock and bond markets resulted in only modest investment gains of $387 thousand or 0.6%. The Foundation added two accounts during the quarter and had total assets of $69 million on March 31st.
Please contact me if you have questions.
Thanks,
Dan