Yale University
Yale University
13F
Yale University
Last update 2022-11-09 4 Stocks (2 new)
Value $19.00 Mil Turnover 30 %
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 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.
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