Comparing 48 vs 48 investment principles across 16 common topics
Investment Style: Institutional Investing, Alternative Assets, Diversification, Long-term Orientation
David Frederick Swensen (January 26, 1954 – May 5, 2021) was an American investor and the chief investment officer at Yale University from 1985 until his death. He transformed Yale's endowment from $1...
Investment Style: Index Investing, Passive Management, Low-Cost Investing, Buy and Hold
John Clifton "Jack" Bogle (May 8, 1929 – January 16, 2019) was an American investor, business magnate, and philanthropist. He founded The Vanguard Group in 1975 and created the first index mutual fund...
Both David Swensen and John Bogle share principles on these topics.
| Topic | David Swensen | John Bogle |
|---|---|---|
| Value Assessment | 3 principles | 3 principles |
| Business Quality | 3 principles | 3 principles |
| Circle of Competence | 3 principles | 3 principles |
| Long-Term Investing | 3 principles | 3 principles |
| Life Wisdom | 3 principles | 3 principles |
| Selling & Review | 3 principles | 3 principles |
| Mental Models | 3 principles | 3 principles |
| Market Psychology | 3 principles | 3 principles |
| Buying Principles | 3 principles | 3 principles |
| Margin of Safety | 3 principles | 3 principles |
| Investment Psychology | 3 principles | 3 principles |
| Business Judgment | 3 principles | 3 principles |
| Thinking Methods | 3 principles | 3 principles |
| Risk Management | 3 principles | 3 principles |
| Stock Picking | 3 principles | 3 principles |
| Investment Philosophy | 3 principles | 3 principles |
David Swensen has 48 investment principles and John Bogle has 48. They share insights on 16 common topics, yet each brings unique perspectives and methodologies that complement each other.
David Swensen and John Bogle share principles across 16 investment topics. These common themes represent the most fundamental ideas in investing, approached from different but complementary angles.
Both masters offer invaluable wisdom. David Swensen with 48 principles and John Bogle with 48 principles cover complementary aspects of investing. Studying both provides a more complete investment framework.