David Swensen Insight

Harvard Endowment adds to Russia, Mexico and India exposure

Posted 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 4178 784
4 iShares S. Korea 4127 4349 -222
5 iPath India 1882 1388 +494
6 iShares S. Africa 1624 1595 +29
7 iShares Taiwan 7297 6836 +461
8 Mkt vector Russia 2596 882 +1714
9 iShares Mexico 1639 570 +1069
10 Vanguard E. Mkt 1568 1758 -190

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1 Response to "Harvard Endowment adds to Russia, Mexico and India exposure"

good post on hedge fund

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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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