#33: A Holistic Approach to Systematic Value
Matt is joined by Phil McInnis, Chief Investment Strategist for Avantis Investors, to explore the story and strategy behind the newest investment manager to our client portfolio lineup. In this episode we cover: Avantis' founding and why Phil personally embarked on a new career journey Defining Systematic Investing Avantis' valuation-centric philosophy to portfolio construction How do we attempt to buy more for less? Avantis' holistic approach to value and why a broader view is critical Is goodwill no good? Sifting through measures of company profitability How Avantis can fit in the context of a broader portfolio
Embed this episode
No transcript yet.
Similar podcasts
Frequently asked questions
How long is this episode of Can't Take It With You?
This episode is 39 minutes long.
When was this Can't Take It With You episode published?
This episode was published on August 18, 2023.
Can I download this Can't Take It With You episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.