#33: A Holistic Approach to Systematic Value

Aug 18, 2023

Matt is joined by Phil McInnis, Chief Investment Strategist for Avantis Investors, to explore the story and strategy behind the newest investment manager to our client portfolio lineup. In this episode we cover:

• Avantis' founding and why Phil personally embarked on a new career journey
• Defining Systematic Investing
• Avantis' valuation-centric philosophy to portfolio construction
• How do we attempt to buy more for less?
• Avantis' holistic approach to value and why a broader view is critical
• Is goodwill no good?
• Sifting through measures of company profitability
• How Avantis can fit in the context of a broader portfolio