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Strategies & Market Trends : Booms, Busts, and Recoveries
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To: TobagoJack who wrote (65741)6/30/2005 6:42:02 PM
From: energyplay  Read Replies (1) of 74559
 
Most of the big name university endowment funds have had a portion of the portfolio in hard assets from as long a 20 years ago or more.

In the past 5-7 years, I think the mainstream has moved to international and real assets

Havard has been heavily into timberland.

I took a class from a former Goldman Sachs guy who also advises the Stanford endowment, he is well aware of paper money issues.

Besides, Stanford has lots of Google stock to bail it out of any problems ;-)

As a group of investment portfolios, I think the University endowments have done better than penison funds, most insurance companies, and the S&P indexes. This is based on some data provided by Forbes a while back, which was tilted to the larger endowments, and some later reports by Business Week.

Even assuming some regression toward the S&P mean for the smaller schools, university funds as a group have done well, and I expect they have reasonable exposure to real assets.

I suspect the reason the Universities have done so well is they are able to attract high level financial talent because of altruistic motivations. Keynes handled a portfolio for King's College, so there's a tradition of this....

As for Huffy - I wish the new owners the best of luck.
The mass market bike business appears to be very tough.
Some of the customers are from Hell, and then there's Wall Mart.
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