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Capital Allocators – Inside the Institutional Investment Industry
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Feb 24, 2025
Brett Barth and Evan Roth, co-founders of a multi-family office, share their journey from humble beginnings to managing $32 billion for 180 families. They discuss the importance of tailored investment strategies and strong client relationships shaped by market challenges. The duo emphasizes a shift towards direct investing and the evolving landscape of private equity. Personal anecdotes about work-life balance and hobbies add a light touch while reflecting their commitment to personalized wealth management.
01:10:37
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Quick takeaways
- BBR Partners has evolved from a small team to managing $32 billion by prioritizing client peace of mind and sophisticated investments.
- The founders highlight the significance of adapting investment strategies to changing market conditions while emphasizing diversification and long-term compounding.
Deep dives
WCM's Unique Investment Approach
WCM Investment Management emphasizes an innovative approach to outperforming the market by integrating cultural research into their investment strategies. They utilize a concept called 'moat trajectory,' which focuses on identifying companies with strong competitive advantages and their potential for future growth. Based in California, WCM believes that their geographical distance from Wall Street allows for independent thinking and a culture of optimism amongst their team. This enables them to build concentrated portfolios that deliver differentiated returns while dismantling outdated investment practices.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode