Yale University
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Date updated:12-15-2008
The Yale University endowment, which totals about $18 billion, has been managed by David Swensen since 1985. Realizing an annual return of more than 17.2 percent on his investments over the last ten years, Swensen has added more than $12 billion to Yale's coffers, and his consistent track record has attracted the notice of Wall Street portfolio managers.
Prior to becoming the manager at Yale, Swensen was a 6 year veteran of Wall Street at Lehman Brothers and at Solomon Brothers, focusing on complicated swap transactions and development of new technologies related to finance. When he joined the Yale Endowment as Portfolio Manager at the age of 31, he was an unconventional choice, as he was relatively young for someone entrusted with so much money and had no experience as a portfolio manager. Before his tenure, the Endowment had most of its funds invested in stocks, bonds and cash. Swensen decided that this was not diversified enough, and that they were missing out on reliable returns in other asset classes. As a result he diversified the funds investments into foreign stocks, real assets, private equity and more absolute return type strategies.
In 2005 Swensen published the bestselling book “Unconventional Success: A Fundamental Approach to Personal Investment.” In it he outlines the traps many individual investors fall into, and the dangers of your run of the mill mutual fund investing. He advises that individuals take more active control of their investments and look at alternative investment vehicles such as ETFs.
This portfolio only includes public equities and not necessarily all holdings of Yale University's endowment.
-
DEI
Douglas Emmett - $12.27
- +0.08%
- $12.16
% of portfolio: 54.4%
-
CXO
Concho Resources - $41.15
- -0.53%
- $41.02
% of portfolio: 14.5%
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SPY
S&p Dep Receipts - $107.13
- +0.26%
- $106.26
% of portfolio: 13.0%
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AKR
Acadia Rlty Tr - $15.96
- -0.44%
- $15.84
% of portfolio: 11.3%
-
XTXI
Crosstex Energy - $5.60
- -2.61%
- $5.60
% of portfolio: 2.4%
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AIG
Amer Intl Group N - $35.48
- -9.67%
- $35.44
% of portfolio: 1.2%
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EFA
Ishares Msci Eafe - $55.01
- +0.29%
- $54.47
No Analysis added
-
BEN
Franklin Res Inc - $110.23
- -0.68%
- $109.70
No Analysis added
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10/09/2007 10:09 AM CDT Asked by Paintball Guns
I like your portfolio. Looks like a good list. Any thoughts on how long you plan to hold WYE?
Paintball Guns
08/26/2007 02:05 AM CDT Asked by SPARKY 114
Sewensen = 20% growth a year is great.
Here are some of my stocks.
CHK / CROX / CSCO / EMC / HAL / MON / MSFT / ORCL / RS / T / TEVA / TRN / TXN / VOD / WFC.
SPARKY114
wgensler114@yahoo.com
07/25/2007 14:26 PM CDT Asked by Gad Pinkas
Swensen