My Money Blog (Free subscription) | 12/02/2009
If you don’t know the name David Swensen , he is an investment manager who is best know for managing Yale Universities huge endowment. What makes him interesting is that even though he does invest in some hedge funds and private equity, he doesn’t believe that the common investor should try to emulate this. An excerpt from a recent interview in the Yale Alumni Magazine sums...
The DIV-Net (Free subscription) | 11/29/2009
For your weekend reading pleasure, the articles listed below contain some of the best dividend and value investing insights found on the web. They were written by various members of the Dividend Investing and Value Network over the past week: Articles From DIV-Net Members Dividends Value presented 7 Dividend Stocks To Take The Emotion Out Of Investing The Dividend Guy presented The David Swensen...
GuruFocus Updates (Free subscription) | 11/20/2009
Yale endowment manager David Swensen is good at picking good investors. He manages a part of the endowment portfolio, too. This is his Q3 portfolio update. Swensen buys Rackspace Hosting Inc, JPMorgan Chase & Co., sells Acadia Realty Trust, Arcsight Inc., Douglas Emmett Inc., Infinera Corp., Tivo Inc. during the 3-months ended 09/30/2009, according to the most recent filings...
The Business Insider (Free subscription) | 11/16/2009
... this story » See Also: Harvard And Yale Endowments Clobbered Yale Money God Mauled: Did David Swensen Screw Up? Harvard, Yale, et al, Down 25%-30%?
GuruFocus Updates (Free subscription) | 11/13/2009
By guruek. (GuruFocus, November 12, 2009) This series of videos is for recorded course Financial Markets (ECON 252) given by Professor Robert Shiller at Yale University. Included also guest lecture by David Swensen, Andrew Redleaf, Carl Icahn, Stephen Schwarzman and Lawrence Summers. Read more » »
NYU Local (Free subscription) | 11/19/2009
... and Yale each saw a massive 30% drop. Here’s something rich: Yale’s chief investment officer, David Swensen, bashed on NYU’s 1970’s, 80’s, and 90’s conservative investment strategies in his book, “Pioneering Portfolio Management.” He wrote (my emphasis), “By failing to understand the relationship between the permanent nature of endowment funds and equity investments, NYU’s endowment...
What does wealth mean to you? (Free subscription) | 11/05/2009
... have a difficult job. In terms of looking at the past retunrs,I notice also that the much admired David Swensen, CIO of the Yale endowment lost 28.8%, yet a 60/40 portfolio of equities and bonds over the same period would have fallen by 13.5%. Picking winners in advance is a mugs game and investors should really look no further, for the core of their portfolio to boring portfolios,...
