The Yale Endowment Approach – Can It Work For Individual Investors?

Yale

AUTHORS

Edge Capital Research Team

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SUMMARY

The Yale Endowment is arguably the most successful investment institution with a 17.2% annualized return from 1986 – 2006. Should wealthy taxable investors replicate their endowment investment approach? Edge believes that replication of the Yale investment methodology would be difficult for most investors with less than a $60 million liquid portfolio and may not be favorable even if they could. Download this white paper to learn more.

EXHIBIT

investment-policy