Swensen

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The Secret to a Stable Portfolio: Diversification

In a previous article, I wrote about David Swensen’s model. Swensen led Yale University’s investment fund for 36 years, during which Yale’s endowment grew from $1 billion to over $31 billion. His success lay in how he diversified every sector of his portfolio, preparing it for both prosperous years and challenging times. Diversification is a …

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The Legacy of David Swensen: A Sustainable Investment Model for Modern Investors

In this post, I want to explore the famous Swensen model for building a long-term profitable portfolio. David Swensen was a renowned American economist and investor, widely acclaimed for his innovative approach to portfolio management. As the Chief Investment Officer at Yale University from 1985 until his passing in 2021, Swensen transformed the university’s endowment …

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