The “Ivy Plus” Investment Program
A sophisticated investment strategy designed to emulate one of the world’s “smartest” investment strategies.
Harvard, Yale and Stanford as well as other top university endowments in the United States have been among the most successful institutional investors in world. Their endowments have generated average annual returns of close to 15% during the last 25 years, far outperforming typical U.S. pension funds.
Their secret? Extreme diversification. The endowments of Harvard, Yale and Stanford invest in a much more diversified portfolio of assets than traditional investment managers.
Until the advent of Exchange Traded Funds (ETFs) and specialized mutual funds, this asset allocation strategy would have been impossible for you to implement.
Studies have shown that a portfolio consisting of ETFs and mutual funds can generate historical returns that correlate highly with the returns of Harvard, Yale, Stanford and other top university endowments.
Global Guru Capital’s “Ivy Plus” Investment program offers you an opportunity to emulate this endowment investment strategy.
Because the turnover in this program is relatively low, it is also suitable for taxable accounts.