Universal Asset Owners

Briefings, research, charts and analysis on the institutions, capital flows and systemic risks shaping long-horizon portfolios.

The Allocator Class — John Graham, President & CEO, CPP Investments

John Graham: The Scientist's Argument

A physical chemist with 36 patents runs C$793 billion for 22 million Canadians — and has spent three years trailing his own benchmark on purpose. Inside John Graham's case for diversification as “an act of humility.”

UAO Editorial · Aug 15, 2026
Dilhan Pillay: The Institution Builder of Temasek

Dilhan Pillay: The Institution Builder of Temasek

A Universal Asset Owners profile of Dilhan Pillay Sandrasegara, CEO of Temasek — the fourth-generation lawyer who became steward of a record S$518 billion portfolio, and the architect of its succession.

UAO Editorial · Jul 11, 2026
Lim Chow Kiat: The Quiet Custodian of GIC

Lim Chow Kiat: The Quiet Custodian of GIC

A Universal Asset Owners profile of Lim Chow Kiat, CEO of GIC — the manager of Singapore's foreign reserves — and one of the most disciplined long-term investors in the world.

UAO Editorial · Jul 4, 2026
The Allocator Class — Nicolai Tangen

Nicolai Tangen and the New Visibility of Sovereign Wealth

An in-depth biography: the intelligence training, the hedge fund he gave away, the art collection, the 2020 storm he passed with integrity, and how Nicolai Tangen remade the world's largest fund in the open.

UAO Editorial · Jun 7, 2026