Alan Dunne is joined today by Phil Huber, in the first of our new Allocator Series, to discuss the education gap that needs to be filled regarding efficient capital allocation, the typical clients and types of portfolios that Phil deals with, adjusting portfolios to accommodate for changing market cycles, defining ‘alternative investments’, the extent to which a portfolio should be actively managed, traditional versus alternative investments, the challenges of manager selection, cultivating a behavioural edge as an allocator, and how to manage difficult conversations with clients.
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In this episode, we discuss:
- Better education around capital allocation
- Allocating capital throughout various market cycles
- How to define an ‘alternative investment’
- How actively we should manage a portfolio
- Traditional versus alternative investments
- The difficulties in the manager selection process
- Being a great behavioural investor as an allocator
- Difficult conversations with clients
- Advice for aspiring capital allocators
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Episode TimeStamps:
00:00 - Intro
02:44 - How 2022 has been for allocators so far
03:13 - Phil Huber’s journey into investing
05:46 - Why Phil wrote a book on capital allocation
09:00 - The typical clients, and types of portfolios that Phil deals with
12:07 - The 60 / 40 portfolio and how it became so popular
18:49 - Adjusting portfolios to accommodate for changing market cycles
22:37 - Defining ‘alternative investments’
30:27 - Choosing which strategies to invest in, and when to choose these strategies
37:45 - The extent to which a portfolio should be actively managed
39:36 - Traditional versus alternative investments
40:04 - The challenges of manager selection
49:51 - Cultivating a behavioural edge as an allocator
53:09 - The importance of courage
54:55 - Managing difficult conversations with clients
01:01:68 -Advice for aspiring asset allocators
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