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In 1985 David Swenson took over management of the Yale University Endowment where he pioneered an investment approach that would come to be known as "The Yale Model" and eventually be emulated by pensions, sovereign wealth funds, endowments and the ultra-wealthy.

While the rest of the investment industry is busy making predictions about the year ahead, we decided it's more important to discuss what we learned in 2023…yet another year where few predictions came true.