Word: portfolio
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...1980s he was plying that trade on Wall Street as a corporate raider, even making a run at Walt Disney. In 1992 he made a different play, buying most of the junk bonds of yacht builder Carver, which had used the high-priced debt to gobble up a portfolio of boat brands and got into deep trouble when recession hit. When Carver's owners called Jacobs to negotiate with their new partner, he told them, I don't think you understand; you're out. He had spent $27 million to control $150 million in assets...
Swensen A truly diversified portfolio and strong orientation toward equity or equity-like investments. That part translates very well to individuals, who can buy a broad range of funds, including real estate. The other part, though, is getting strong active-management results. The individual just cannot do that. They don't have access to the same managers that institutions use, and they don't have the resources to properly evaluate what is available to them...
Swensen He is so wrong, and I'd be happy to tell him that. It's really, really hard to beat the market. You can't do it by spending a few evenings each week and a few hours on weekends putting together a portfolio. The few people who can beat the market tend to be obsessed...
...ability to co-invest trusts with the Harvard endowment has been incredibly popular with alumni and friends who want to make gifts to the University and gain access to our large, well-diversified investment portfolio and an attractive stream of income for themselves,” Rapier said...
When Harvard sold its shares of the Korea Fund this summer, it took advantage of an offer to return its shares to the fund in exchange for a proportional amount of the net assets comprising the fund’s portfolio. But many smaller shareholders declined because they were not registered to trade the South Korean securities, Newsweek’s Allan Sloan theorizes...