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  MUTUAL FUND ::  David Swensen - Yale University:
 

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Portfolio - Key Facts:
As of date: June 30, 2009

Proper name of fund:

Yale University Investments
Trading symbol: n/a - This is a private investment firm.
Fees:
Management Fees: n/a %
Distribution (12b-1) Fees: n/a %
Other Expenses: n/a %
Total Fund Operating Expenses: n/a %
# of Stocks in Portfolio: 10
Portfolio Value: $ 60.85 million
# of New Buys: 2
# of New Sells: 1
About The Portfolio Manager: 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.

Excerpt from prospectus/fund overview: n/a - This is a private investment firm.
Official website for more information: http://www.yale.edu
 
Current Portfolio - Specific Stocks:
As of date: June 30, 2009

Current Portfolio:

TiVo Inc. (TIVO)
ArcSight, Inc. (ARST)
Infinera Corp. (INFN)
Douglas Emmett Inc (DEI)
Acadia Realty Trust (AKR)
Wolverine World Wide Inc. (WWW)
Celgene Corporation (CELG)
Crosstex Energy LP (XTEX)
iShares MSCI EAFE Index (EFA)
iShares S&P 100 Index (OEF)
 

See all CURRENT stocks in Yahoo! Finance here >>

 
New Stocks Added:
TiVo Inc. (TIVO)
ArcSight, Inc. (ARST)
 

See all NEW stocks in Yahoo! Finance here >>

 
Stocks Sold Out Of:
iShares MSCI Emerging Markets Index (EEM)
 

Back To List of Mutual Funds >>

 

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David Swensen, Manager
Yale University Investment Fund

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