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Jack Burns: Advanced Asset Allocation for the DIY Investor

The Security Analysis Podcast

CHAPTER

The Avantus Fund: A Single Vehicle That Combines All of Them

It's 70, 30 US to international currently. And yeah, it's primarily the value funds that event this is really well known for. So I hold a roughly 10% allocation to their two concentrated value funds. Each of them have 50 stocks within. They're really kind of more of a deep value expression. But you know, if I was a betting man, I have a feeling value is going to have a solid decade coming up just because of how badly it's been disrespected in the last 10 years.

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