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#33: A Holistic Approach to Systematic Value episode artwork

Aug 18, 2023 39 min

#33: A Holistic Approach to Systematic Value

from Can't Take It With You

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

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#33: A Holistic Approach to Systematic Value

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