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Yale University
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| Yale University | |
| Last update 2022-05-13 | 8 Stocks (0 new) |
| Value $530.00 Mil | Turnover 32 % |
| Portfolio Report | |
Yale University Profile
David Swensen was the Chief Investment Officer at Yale University from 1985 until he passed away in May of 2021. He was responsible for managing and investing the university's endowment assets and investment funds. Swensen was known for outperforming 99% of U.S.-based mutual funds. He was succeeded by Matthew Mendelsohn, who previously oversaw Yale’s venture capital investments.
Yale University Investing Philosophy
Swensen was chiefly noted for having invented what has become known as The Yale Model, a mechanism for Multi-Asset Class Investing. It purposely diversifies the portfolio across a broad range, including typical stocks, bonds, real estate, timber and private investments like venture capital and leverage plans. Mendelsohn has confirmed his commitment to Swensen’s principles, including his more recent standards for ethical investing and greater diversity.
Yale University's Top Stock Picks
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Yale University Total Holding History ($B)
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Yale University's Asset Allocation
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Yale University Past Portfolios
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Top Ranked Articles
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Yale University's Hypothetical Growth since 2022-03-31
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Yale University's Yearly Returns
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Yale University's Holdings Heat Map
Yale University's Holdings Bubble Chart
Commentaries and Stories
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