Get Premium to unlock powerful stock data
Yale University

Yale University

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 View Full List
Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares

Yale University Total Holding History ($B)


Yale University's Asset Allocation


Yale University Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Yale University's Hypothetical Growth since 2022-03-31


Yale University's Yearly Returns

Year Portfolio % % Excess Gain %

Yale University's Holdings Heat Map

Yale University's Holdings Bubble Chart

Commentaries and Stories

  • 1