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
2 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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LibraryThing Review

User Review  - deldevries - LibraryThing

Good concepts presented in a couple of chapters, but the book is a bit unfocused. It is up to you to figure out where the most important details are! Read full review

LibraryThing Review

User Review  - MrJack - LibraryThing

Can a small-time, independent, retail trader, such as yours truly, invest like the renowned Harvard and Yale endowments? The answer, according to Faber and Richardson, is a resounding "Yes." Can I ... Read full review


The Super Endowments
The Yale Endowment
OfAlphas and Betas
Building Your Own Ivy League Portfolio
Private Equity
Hedge Funds
Winning by Not Losing
Following the Smart Money
Develop an Action Plan
A Brief Review of Momentum and Trend Following
Recommended Reading
About the Authors

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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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