#david swensen

[linusjf]

David Swensen: Fundamentally uncomfortable

“In many instances, value investing proves fundamentally uncomfortable, as the most attractive opportunities frequently lurk in unattractive or even frightening places.” —David Swensen.

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[thisish20]

David Swensen

[musiccosmosru]

https://ift.tt/2BZKBdC

[zelius-management-blog]

El administrador de puntos más influyentes acaba de saltar a la criptografía

David Swensen, quien es conocido como 'Warren Buffett' de Yale por el éxito de la inversión con la dotación de la universidad, está…

Swensen, quien es el director de inversiones de la donación de $ 29.4 mil millones de la universidad, ha invertido en dos fondos de riesgo dedicados a la criptomoneda, según personas familiarizadas con el tema.

[isomorphismes]

Losses suffered by sovereign wealth funds & other long-term investors [in] the recent financial crisis … how shocked they were to see … double-digit percentage drops, not only in their own portfolios, but also in portfolios of institutions that many of them were looking to as potential role models, namely the likes of Yale and Harvard university endowments. Losses for many broadly diversified, multi-asset class portfolios ranged anywhere from 20% to 30% in the course of just a few months. In one of the better publicized cases, Norway’s sovereign fund lost more than 23%, or in dollar equivalent more than $96 billion, an amount that at the time constituted their entire accumulated investment returns since inception in 1996

Andrew Rozanov

[johnpreese]

Learning from Swensen's Success at Yale

Learning from Swensen’s Success at Yale

Yale’s endowment fund has performed exceptionally well under David Swensen, returning an average of 10% per year since 2005, beating all major stock indexes and all but 2 of Morningstar’s mutual fund categories. Morningstar’s John Rekenthaler suggests that this outperformance comes from Swensen’s unconventional choices, but quickly quickly parrots Swensen’s advice to individual investors: “don’t…

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[fiduciaryassociates]

Exclusive Interview: Andrew Golden Reveals the Huge Fiduciary Conflict-of-Interest Nobody Talks About

Exclusive Interview: Andrew Golden Reveals the Huge Fiduciary Conflict-of-Interest Nobody Talks About

Golden tells us how Swensen’s books have explained why a fiduciary cannot use a cookie-cutter approach. The post Exclusive Interview: Andrew Golden Reveals the Huge Fiduciary Conflict-of-Interest Nobody Talks About appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story..

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[fiduciaryassociates]

Exclusive Interview: Andrew Golden Reveals the Huge Fiduciary Conflict-of-Interest Nobody Talks About

Exclusive Interview: Andrew Golden Reveals the Huge Fiduciary Conflict-of-Interest Nobody Talks About

Golden explains how Swensen’s books have explained why a fiduciary cannot use a cookie-cutter approach. The post Exclusive Interview: Andrew Golden Reveals the Huge Fiduciary Conflict-of-Interest Nobody Talks About appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story..

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