The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets

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John Wiley & Sons, Apr 1, 2009 - Business & Economics - 256 pages
11 Reviews
A do-it-yourself guide to investing like the renowned Harvard and Yale endowments.

"The Ivy Portfolio" shows step-by-step how to track and mimic the investment strategies of the highly successful Harvard and Yale endowments. Using the endowment Policy Portfolios as a guide, the authors illustrate how an investor can develop a strategic asset allocation using an ETF-based investment approach.

"The Ivy Portfolio" also reveals a novel method for investors to reduce their risk through a tactical asset allocation strategy to protect them from bear markets. The book will also showcase a method to follow the smart money and piggyback the top hedge funds and their stock-picking abilities. With readable, straightforward advice, "The Ivy Portfolio" will show investors exactly how this can be accomplished-and allow them to achieve an unparalleled level of investment success in the process.

With all of the uncertainty in the markets today, "The Ivy Portfolio" helps the reader answer the most often asked question in investing today - "What do I do"?

 

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Review: The Ivy Portfolio: How to Manage Your Portfolio Like the Harvard and Yale Endowments

User Review  - Matt Weller - Goodreads

Meb Faber's first, and for my money, best book. A fantastic overview of the spectacular success of the Harvard and Yale endowments through the 80s, 90s, and aughts. More than just market history ... Read full review

Review: The Ivy Portfolio: How to Manage Your Portfolio Like the Harvard and Yale Endowments

User Review  - Joshua - Goodreads

A good and easy to read guide for long-term investing. While I would approach a couple of things differently, overall this is a very helpful and insightful volume. Read full review

Contents

The Super Endowments
3
The Yale Endowment
17
OfAlphas and Betas
30
FixedIncome
37
Building Your Own Ivy League Portfolio
55
Private Equity
83
Hedge Funds
97
Winning by Not Losing
135
Following the Smart Money
171
Develop an Action Plan
187
A Brief Review of Momentum and Trend Following
195
Recommended Reading
207
About the Authors
218
Copyright

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About the author (2009)

Mebane T. Faber, CAIA, CMT, is the Portfolio Manager at Cambria Investment Management where he manages equity and global tactical asset allocation portfolios and the Cambria Global Tactical ETF (GTAA). He is a frequent speaker and writer on investment strategies and authors the World Beta blog.

Eric W. Richardson, JD, is the founder and CEO of Cambria Investment Management. He serves as the co-manager of the global tactical asset allocation portfolios and the Cambria Global Tactical ETF (GTAA).

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