Meb Faber published his book, "The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets," in 2011. The book details how an individual investor can mimic the famous illiquid portfolios of the Yale and Harvard endowment funds.
But is the Ivy Portfolio model still relevant today? Meb Faber joins AltsDb co-founder Andy Hagans to discuss what has (and hasn't) changed in the last 11 years.
Episode Highlights:
- Why The Ivy Portfolio is more relevant than ever, even as ETFs are bringing increased liquidity to many alternative asset classes.
- A surprising asset mix that outperforms T-bills (with less risk!)
- Meb's philosophy on portfolio construction, and why it differs drastically from the typical "boilerplate" portfolio model.
- The story behind the Talmud Portfolio, plus how to construct it using modern investment securities.
- A unique investment strategy that Cambria uses (and which has significantly outperformed in 2022).
- Why Meb believes it's important that he has "skin in the game" in his own funds.
Show notes: [ Ссылка ]
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AltsDb produces content and events for High Net Worth investors, family offices and financial advisors who place capital in alternative investments.
Founded in 2021 by Jimmy Atkinson and Andy Hagans, our mission is to provide our audience with the critical information they need to make smarter investment decisions.
Our podcasts, newsletters, and events focus on tax-advantaged investment strategies to help preserve and grow generational wealth.
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