Inside Active by Bloomberg Intelligence cover image

Inside Active by Bloomberg Intelligence

Repetto on Avantis’s Discount Rate Stock Screen

Aug 6, 2024
30:36

Eduardo Repetto, Avantis Chief Investment Officer and Portfolio Manager, says he screens for companies that have a good balance sheet and good cash flow and are trading at an implied discount rate. In this episode of the Bloomberg Intelligence Inside Active podcast, host David Cohne, BI mutual fund and active analyst, and co-host, Christopher Cain, BI’s US quantitative strategist, speak to Repetto about how he builds highly diversified, high-performance portfolios, including his use of factor analysis. 
Find this and other Bloomberg Intelligence Podcasts at BI POPCASTS <GO>. Listen to this episode on Apple Podcasts and Spotify.

See omnystudio.com/listener for privacy information.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner