OP&F Investment notes, March 2026

Portfolio value: The OP&F portfolio was valued at $21.1 billion as of March 23

OP&F commits $50 million to Real Assets fund

The OP&F Board approved a commitment of up to $50 million to Lyme Forest Fund VI at its March 25 meeting. Lyme Forest Fund VI is an open-end timberland fund focused on markets in the USA and Canada.

OP&F’s Real Assets portfolio is valued at $1.4 billion, or 6.3 percent of the total investment portfolio.

OP&F ends year with impressive return numbers

The OP&F investment portfolio was valued at $21.2 billion, and a net return for the year of 17.92%.

The gross return for the year was 18.52%, which ranked in the top one percent in Wilshire’s peer rankings. For the period ending Dec. 31, 2025, the three-year returns were 12.98 percent (top 34 percent in the peer rankings), for five years, 9.66 percent return (top three percent) and for 10 years, 9.75 percent return (top five percent).

Posted 3/26/2026