A recent article in Bloomberg profiles David Swensen, who has overseen the Yale University endowment for 34 years and has become something of a legend—as well as the school’s highest-paid…
Tag: David Swensen
Is Yale's David Swensen Horrible for Investing?
An article in Institutional Investor offers an in-depth discussion of the Yale University endowment investment model created by David Swensen, who has overseen the portfolio for over three decades, and…
Yale Enlisting Help from Endowment Chief for New Master's Program
Yale is turning to its longtime endowment CIO David Swensen to help develop the next generation of asset managers by teaching in its new master’s program. This according to a…
Yale's Endowment Fund Lagging the S&P 500
Although Yale University’s endowment fund—and its chief investment officer, David Swensen—have enjoyed a stellar reputation in the industry for decades, a recent article in Morningstar argues that the fund’s reputation…
Comparing Strategy Performance of Bernstein, Swensen, Browne and Swedroe
An article in Wealthmanagement.com compares the performance of four financial gurus by outlining a simulation of their signature portfolios “using readily available index funds and grantor trusts, annually rebalanced from…