Exploring Yale's Investment Moves in Q1 2025
Yale University (Trades, Portfolio) recently submitted its 13F filing for the first quarter of 2025, offering a glimpse into its strategic investment decisions during this period. The Yale Investment Office is dedicated to achieving high inflation-adjusted returns to support the university's current and future needs. Their approach involves establishing a risk-adjusted asset allocation and forming long-term partnerships with managers who provide deep analytical insights and enhance the operations of both public and private businesses. Yale's portfolio is crafted using a blend of academic theory and market judgment, with a theoretical framework based on mean-variance analysis, a method developed by Nobel laureates James Tobin and Harry Markowitz at Yale’s Cowles Foundation. The Investments Office, under the guidance of Yale's Investment Committee, manages the university's Endowment, which comprises thousands of funds with various purposes and restrictions. Approximately three-quarters of the Endowment is true endowment, while the remaining quarter is quasi-endowment, invested and treated as endowment by the Yale Corporation.
Summary of Sold Out
Yale University (Trades, Portfolio) completely exited one holding in the first quarter of 2025, as detailed below:
- Allurion Technologies Inc (ALUR, Financial): Yale University (Trades, Portfolio) sold all 490 shares, resulting in a -0.65% impact on the portfolio.
Portfolio Overview
As of the first quarter of 2025, Yale University (Trades, Portfolio)'s portfolio included two stocks. The top holdings were 98.1% in iShares Core S&P Total U.S. Stock Market ETF (ITOT, Financial) and 1.9% in Ring Energy Inc (REI, Financial).
The holdings are primarily concentrated in one of the 11 industries: Energy.
This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.
