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MUTUAL FUND :: David Swensen - Yale University: |
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Portfolio - Key Facts: |
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As of date: |
June 30, 2009 |
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Proper name of fund: |
Yale University Investments |
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Trading symbol: |
n/a - This is a private investment firm. |
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Fees: |
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Management Fees: |
n/a % |
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Distribution (12b-1)
Fees: |
n/a % |
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Other Expenses: |
n/a % |
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Total Fund Operating
Expenses: |
n/a % |
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# of Stocks in Portfolio: |
10 |
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Portfolio Value: |
$ 60.85 million |
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# of New Buys: |
2 |
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# of New Sells: |
1 |
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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.
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Excerpt from prospectus/fund overview: |
n/a - This is a private investment firm. |
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Official website for more information: |
http://www.yale.edu |
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Current Portfolio - Specific Stocks: |
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As of date: |
June 30, 2009 |
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Current Portfolio: |
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TiVo Inc. (TIVO) |
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ArcSight, Inc. (ARST) |
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Infinera Corp. (INFN) |
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Douglas Emmett Inc (DEI) |
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Acadia Realty Trust
(AKR) |
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Wolverine World Wide Inc.
(WWW) |
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Celgene Corporation (CELG) |
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Crosstex Energy LP (XTEX) |
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iShares MSCI EAFE Index (EFA) |
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iShares S&P 100 Index (OEF) |
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See all CURRENT stocks in Yahoo! Finance
here >> |
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New Stocks Added: |
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TiVo Inc. (TIVO) |
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ArcSight, Inc. (ARST) |
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See all NEW stocks in Yahoo! Finance
here >> |
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Stocks Sold Out Of: |
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iShares MSCI Emerging Markets
Index (EEM) |
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Back To List of Mutual Funds >> |
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*Also owned for
Jim Cramer's Charitable
Trust Portfolio.
Note that Jim trades
frequently, so check the
site for current
portfolio
here>> |
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David Swensen,
Manager
Yale University Investment Fund |
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Related Financial Links |
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