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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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Conversation with David Swenson

beebee
in Fund Discussions
Q&A:

First Q:
...as a long-term investor at Yale, think about your portfolio, do you take into consideration these—the possibility, at least, and whatever the probabilities you may think are—the possibility of a major downturn, given the circumstance I just cited? Or do you take the view that you’re a long-term investor and if things go down, they’ll come back up, and you don’t take that into consideration?
A:
conversation-david-swensen

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