David Swensen, decoded.

Yale endowment architect of institutional portfolio management.

26 SOURCES106 RESEARCH UNITS28 THEMES4 COMPANIES4 EVENTS8 DECISIONS

INDEX PAGES — CROSS-REFERENCE GUIDES FOR DEEP RESEARCH

Every indexed document — letters, memos, speeches, interviews (26)

All companies referenced across the indexed record (4)

The canonical ideas this investor actually addresses (28)

Documented actions with sources and outcomes (8)