Archive for September 2009
Bloomberg: “Pimco plots asset strategy to mimic Yale without cash strain”
Posted by: Michael Zhuang on: September 3, 2009
Here is the second paragraph of the Bloomberg report: “The richest colleges beat market indexes in the decade through June 2008 by loading up on hard-to-sell assets such as private equity and real estate, while cutting stocks and bonds, a style pioneered by Yale University’s David Swensen. Pimco is refining the model to appeal to [...]
Author
Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm applying David Swensen's insights for clients. He is also a regular contributor to Morningstar Advisor. To use his wealth management services, schedule a discovery meeting (phone call) with him.
You may also get his monthly newsletter, or join his Facebook page for regular wealth management insights.
