David Swensen

David Swensen

Yale University
Last update 2019-02-08 8 Stocks (2 new)
Value $681.00 Mil Turnover 27 %
Top Holdings: VWO(37.98%) EFA(35.61%) JBGS(19.79%) SPY(5.92%) ARVN(0.35%)
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David Swensen Profile

David Swensen has been the Chief Investment Officer at Yale University since 1985. He is responsible for managing and investing the University's endowment assets and investment funds, which total over $22 billion. Realizing an annual return of more than 17.2% on his investments over the last ten years, Swensen has added more than $16 billion to Yale's coffers. Mr. Swensen also outperformed 99% of U.S.-based mutual funds.

David Swensen Investing Philosophy

He is chiefly noted for having invented what has become known as The Yale Model, a mechanism for Multi-Asset Class Investing. He purposely diversifies the portfolio across a broad range including typical stocks, bonds, real estate, timber, and private investments like venture capital and leverage plans.

Performance of

Commentaries and Stories

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When stocks fall sharply and professionals get nervous, the urge is to try to predict short-term swings. What a stock price does in the short run doesn’t matter in 10 years
4 Votes
629 Views    Smead Capital Management    2018-12-04 20:41
The guru who has managed Yale University’s endowment fund for more than 30 years has redefined asset allocation
2 Votes
253 Views    Robert Abbott    2018-02-07 21:35
An overview of the guru's 1st-quarter trades
0 Votes
343 Views    Tiziano Frateschi    2017-06-06 21:05
Discipline, patience and timing are keys to achieving success
3 Votes
1857 Views    Kyle Ferguson    2016-09-23 15:09
Most heavily weighted buys and sales
0 Votes
1314 Views    Tiziano Frateschi    2016-08-17 21:14
Company could change the health care industry by significantly reducing the cost of seeing a physician
0 Votes
1589 Views    Kyle Ferguson    2016-06-10 15:02
Guru sells holdings in funds, boosts stake in ETF
1 Votes
1005 Views    David Goodloe    2016-03-16 16:41
The investment is now 56% of his total assets
1 Votes
1440 Views    Tiziano Frateschi    2016-03-10 18:23
Guru sells LendingClub, Antero Resources and Inogen, buys Atara Biotherapeutics and Tesaro
1 Votes
1156 Views    Samira Meskini    2015-12-03 18:27
Guru invests in ETFs, health care-related companies
0 Votes
970 Views    David Goodloe    2015-11-19 15:28

Top Ranked Articles

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When stocks fall sharply and professionals get nervous, the urge is to try to predict short-term swings. What a stock price does in the short run doesn’t matter in 10 years
4 Votes
629 Views    Smead Capital Management    2018-12-04 20:41
The guru who has managed Yale University’s endowment fund for more than 30 years has redefined asset allocation
2 Votes
253 Views    Robert Abbott    2018-02-07 21:35
The investment is now 56% of his total assets
1 Votes
1440 Views    Tiziano Frateschi    2016-03-10 18:23
Guru sells holdings in funds, boosts stake in ETF
1 Votes
1005 Views    David Goodloe    2016-03-16 16:41
8 Votes
2717 Views    Grahamites    2015-04-11 21:45
Discipline, patience and timing are keys to achieving success
3 Votes
1857 Views    Kyle Ferguson    2016-09-23 15:09
David Swensen Top Stocks: DEI, AKR, INFN, TIVO
7 Votes
4679 Views    guruek    2009-10-10 18:09
Guru sells LendingClub, Antero Resources and Inogen, buys Atara Biotherapeutics and Tesaro
1 Votes
1156 Views    Samira Meskini    2015-12-03 18:27