Archive for November 2009
Harvard Endowment adds to Russia, Mexico and India exposure
Posted by: Michael Zhuang on: November 20, 2009
Harvard University Endowment significantly increased its holding of Market Vector Russia, iShare Mexico and iPath India in third quarter of 2009. Table: Top 10 holdings in Harvard University Endowment’s public portfolio Rank Names 9/30/09 (x1000sh) 6/30/09 (x1000sh) Change 1 iShares E. Mkt 10298 9712 +586 2 iShares Brazil 3355 3294 +61 3 iShares China 4962 [...]
Quotes of David Swensen from his Financial Times interview
Posted by: Michael Zhuang on: November 4, 2009
On his anticipation of the crisis We were absolutely aware of potential issues. And that was months before Bear Stearns. That said, we weren’t prepared for the magnitude of the crisis, or its duration.
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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.
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