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Venkatesh Rao
@vgr
·
Jul 12, 2015
Keynes investment strategy led to modern endowment management it seems http://cfapubs.org/doi/abs/10.2469/faj.v71.n2.7…
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Craig Montuori
@craig_montuori
·
Jul 12, 2015
Replying to
@vgr
@vgr
Have you read your Swenson?
1
Venkatesh Rao
@vgr
Replying to
@craig_montuori
@craig_montuori
what's that? I know nothing about this stuff
6:58 AM · Jul 12, 2015
Craig Montuori
@craig_montuori
·
Jul 12, 2015
Replying to
@vgr
@vgr
https://en.wikipedia.org/wiki/David_F._Swensen…
1
Craig Montuori
@craig_montuori
·
Jul 12, 2015
Replying to
@vgr
@vgr
The tome: http://amazon.com/Pioneering-Portfolio-Management-Unconventional-Institutional/dp/0684864436/ref=pd_sim_14_6?ie=UTF8&refRID=0ZTJKH9RGV45GZAFWKKA…
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