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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Send your questions to info@toptradersunplugged.com

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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

ALO01: Adapting to Market Cycles ft. Phil Huber

Top Traders Unplugged

ALO01: Adapting to Market Cycles ft. Phil Huber