The Ivy Portfolio
The Ivy Portfolio is a handy guide to investing. It shows step by step how to track and mimic the investment strategies of the highly successful Harvard and Yale endowments. It illustrates 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. With readable, straightforward advice, the book will also showcase a method to follow the smart money and piggyback the top hedge funds and their stock-picking abilities.
Praise for The Ivy Portfolio
"We all know that the most impressive investment returns are from endowment funds and, in particular, Yale and Harvard. Faber and Richardson take us inside these two funds and show us how to replicate that model for our portfolios. The Ivy Portfolio is an easy-to-read and understand book that will make the process of asset allocation and investment easier for readers. And in light of the recent market turmoil, its lessons are even more important."
— John Mauldin, author of the bestselling Bull's Eye Investing and the weekly newsletter Thoughts from the Frontline
"Meb Faber makes a most compelling case for quantitative active asset allocation. Investors of all levels of sophistication will benefit handsomely from the insights and analyses presented in The Ivy Portfolio."
— Rob Arnott, Chairman, and Jason Hsu, Chief Investment Officer, Research Affiliates, LLC; coauthors of The Fundamental Index: A Better Way to Invest
"Analysis of institutional holdings (13F analysis) is one of the most useful yet underused tools in an investor's research arsenal. Along with taking readers into the arcane world of endowment investing, The Ivy Portfolio provides actionable advice on how to trade alongside the top investment professionals of our time."
— Justin Walters, co-founder, Bespoke Investment Group LLC