David Swensen

David Swensen

Yale University
Last update 2018-11-09 8 Stocks (2 new)
Value $575.00 Mil Turnover 71 %
Top Holdings: VWO(60.41%) EFA(20.09%) AR(13.51%) JBGS(2.38%) VEEV(2.27%)
Guru Portfolio Report Download

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.

Historical Allocation of Stock, Bonds, Cash

Performance of

Commentaries and Stories
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David Swensen: His Model and Execution Made Yale Richer
The guru who has managed Yale University’s endowment fund for more than 30 years has redefined asset allocation
2 Votes
248 Views    Robert Abbott    2018-02-07 21:35
David Swensen Sells 5 Holdings, Buys 2 Others
An overview of the guru's 1st-quarter trades
0 Votes
328 Views    Tiziano Frateschi    2017-06-06 21:05
What I learned From Charlie Munger and Ted Williams
Discipline, patience and timing are keys to achieving success
3 Votes
1852 Views    Kyle Ferguson    2016-09-23 15:09
David Swensen's Largest 2nd Quarter Trades
Most heavily weighted buys and sales
0 Votes
1304 Views    Tiziano Frateschi    2016-08-17 21:14
David Swensen Acquires Stake in Teladoc
Company could change the health care industry by significantly reducing the cost of seeing a physician
0 Votes
1578 Views    Kyle Ferguson    2016-06-10 15:02
David Swensen Invests in Antero Resources
Guru sells holdings in funds, boosts stake in ETF
1 Votes
995 Views    David Goodloe    2016-03-16 16:41
David Swensen Bets on Antero Resources
The investment is now 56% of his total assets
1 Votes
1432 Views    Tiziano Frateschi    2016-03-10 18:23
Alexion Pharmaceuticals Loses Position in Swensen's Portfolio
Guru sells LendingClub, Antero Resources and Inogen, buys Atara Biotherapeutics and Tesaro
1 Votes
1155 Views    Samira Meskini    2015-12-03 18:27
David Swensen's Transactions Show Diversity of Portfolio
Guru invests in ETFs, health care-related companies
0 Votes
959 Views    David Goodloe    2015-11-19 15:28
Hillhouse Capital's Lei Zhang's Lecture at Columbia Business School
Chinese entrepreneur shares thoughts on investing and life lessons
0 Votes
1194 Views    CanadianValue    2015-10-09 16:22

Top Ranked Articles
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David Swensen: His Model and Execution Made Yale Richer
The guru who has managed Yale University’s endowment fund for more than 30 years has redefined asset allocation
2 Votes
248 Views    Robert Abbott    2018-02-07 21:35
David Swensen Bets on Antero Resources
The investment is now 56% of his total assets
1 Votes
1432 Views    Tiziano Frateschi    2016-03-10 18:23
David Swensen Invests in Antero Resources
Guru sells holdings in funds, boosts stake in ETF
1 Votes
995 Views    David Goodloe    2016-03-16 16:41
Lessons from Jean-Marie Eveillard
8 Votes
2700 Views    Grahamites    2015-04-11 21:45
What I learned From Charlie Munger and Ted Williams
Discipline, patience and timing are keys to achieving success
3 Votes
1852 Views    Kyle Ferguson    2016-09-23 15:09
David Swensen Top Stocks: Douglas Emmett Inc., Acadia Realty Trust, Infinera Corp., TiVo Inc.
David Swensen Top Stocks: DEI, AKR, INFN, TIVO
7 Votes
4673 Views    guruek    2009-10-10 18:09
Alexion Pharmaceuticals Loses Position in Swensen's Portfolio
Guru sells LendingClub, Antero Resources and Inogen, buys Atara Biotherapeutics and Tesaro
1 Votes
1155 Views    Samira Meskini    2015-12-03 18:27