The Investment Scientist

David Swensen’s 2008 public equity investments in Yale Endowment portfolio

Posted on: October 15, 2008

Yale Endowment, as an institution investor, has to disclose to SEC its public equity holdings every quarter. This allows us to get a glimpse of David Swensen’s direct stock investments. Since Yale Endowment does not have to disclose its private equity investments and its allocations to money managers, this is not the complete picture of its asset allocation.

The author is president of MZ Capital, a RIA serving DC/MD/VA. Get his monthly newsletter in your mailbox or get to the directory of his past articles.

Table: David Swensen’s stock portfolio

Ticker % weight of portfolio Name
OEF 1.24% iShares S&P 100 Index
INFN 0.12% Infinera Corp
EFA 13.82% iShares MSCI EAFE Index
EEM 37.42% iShares MSCI Emerging Market Index
AKR 7.12% Acadia Realty Trust
XTXI 1.39% Crosstex Energy Inc.
WWW 0.07% Wolverine World Wide
CELG 0.05% Celgene Corp
DEI 29.47% Douglous Emmett Inc.
CXO 8.39% Concho Resources Inc
SPY 0.9% SPDR S&P 500 Index


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Author

Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm based in Washington, DC. He is also a regular contributor to Morningstar Advisor and Physicians Practice. To explore a long-term wealth advisory relationship, schedule a discovery meeting (phone call) with him.



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