Capital Allocators – Inside the Institutional Investment Industry Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
12 snips
Apr 20, 2017 
Brett Barth is the Founder and CIO of BBR Partners, overseeing $12.5B for 125 families. He shares insights from raising twins, illustrating how personal experiences influence investment decisions. Barth delves into his journey from Wall Street to Hong Kong, highlighting cultural differences in finance. He discusses a tailored investment philosophy balancing equities and bonds, along with selecting managers. Unique investment opportunities in niche markets, like music royalties, are also covered, offering practical advice for both advisors and institutional managers.
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Twinhood Shapes Parenting Style
- Brett Barth shares how growing up with a twin shaped his view on treating twins as individuals.
- He emphasizes the importance of acknowledging separate identities to avoid nicknames that merge their identities.
Early Asia Market Lessons
- Brett describes his Asian markets experience with diverse companies from family-run to state-owned enterprises.
- He highlights the contrast in sophistication and understanding of equity offerings in early 90s Asia.
Asset Allocation Trumps Picking Stocks
- Asset allocation is critical; owning stocks vs. bonds matters more than picking individual stocks.
- Avoid market timing but have long-term strategic targets, buying dips and selling rallies.
