The Security Analysis Podcast cover image

Jack Burns: Advanced Asset Allocation for the DIY Investor

The Security Analysis Podcast

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app