Sound Investing
Can we count on AVUV high performance in the future?
Nov 13, 2024
Chris Pedersen, Director of Research at Sound Investing and a retired engineer, dives deep into the impressive performance of the AVUV fund compared to Vanguard small-cap value options. He explains AVUV's systematic investment approach and introduces the 'rich minus weak' ratio. The discussion also tackles the future potential of AVUV and its active management style. Additionally, Chris addresses key differences between investment strategies like VTI and AVUS, suggesting AVUS could yield higher returns. Tune in for valuable insights on small-cap strategies and market dynamics!
53:59
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Quick takeaways
- The recent remarkable performance of small cap value investments, particularly AVUV's impressive compounded returns, highlights the potential for significant earnings growth in favorable conditions.
- The systematic management approach employed by funds like AVUV minimizes emotional decision-making and relies on empirical data, promoting consistent performance and informed investment choices.
Deep dives
The Value of Investment Education
Educating investors is crucial for enabling them to manage their portfolios effectively, whether they are doing it independently or alongside an advisor. The emphasis is placed on the importance of understanding various investment strategies and options. Individuals are encouraged to ask insightful questions that may lead to adjustments in their investment approaches. This educational initiative stems from a foundational desire to empower investors with knowledge, ultimately fostering more informed decision-making.
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