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Patton's Mission: to dramatically improve the financial lives of every investor we encounter.

Yale Endowment Exclusive Content

A investment pioneer

The Yale University Endowment has been a pioneer in the investment community since the '80s led by Chief Investment Officer David Swesen. The Endowment has invested in non-traditional (alternative) assets proving that doing so can both improve long-term returns and reduce risk of loss. Patton's Super-Diversified Portfolio are modeled after the Yale Endowment, not in an effort to replicate their process but instead to learn from it, with the goal of also producing improved long-term returns and some reduced risk of loss.

The Elements of Yale’s Success

  • Superior return: 10-year compounded return of 10.0% is among the very best and far above industry benchmarks
  • Acceptable risk profile: consistently attractive annual returns
  • Lengthy track record: 20+ years of superior performance
  • Diversified portfolio: broadly diversified among many asset classes
  • Repeatability: utilize a well-defined strategy based on the best financial and academic thinking, a strategy that is repeatable

Yale's performance and comparison

The long-term performance of the Yale Endowment has been impressive when compared to a traditional portfolo of stocks and bonds ("Comparable"). Although, like any portfolio, it will not always outperform during every year.

Select Report Period

Compounded Return

Source: Yale Endowment returns from Yale Endowment Annual reports; Comparable portfolio is a diversified 70% stocks / 30% bonds portfolio - see disclosure

Year-by-Year Returns

Source: Yale Endowment returns from Yale Endowment Annual reports; Comparable portfolio is a diversified 70% stocks / 30% bonds portfolio - see disclosure

Portfolio Allocations

The Yale Endowment's portfolio allocation is signficantly different than the average investor and average university endowment. Yale has invested a large portion of its portfolio in non-traditional (alternative) assets to create a more diversified portfolio.

Portfolio Allocations as of

  Yale Endowment Average Endowment
Source: Yale Endowment Annual Reports; www.NACUBO.org.
Source: Yale Endowment Annual Reports; www.NACUBO.org.
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