TSS Episode 126: Savant Wealth Management’s Philip Huber on Asset Allocation and Alts by The Sherman Show™ published on 2022-10-13T18:20:21Z Philip Huber, Chief Investment Officer of the registered investment advisory firm Savant Wealth Management, discusses asset allocation and alternative investments on Sept. 13, 2022, with hosts Jeffrey Sherman and Samuel Lau. Mr. Huber is the author of “The Allocator’s Edge: A modern guide to alternative investments and the future of diversification.” The discussion begins (1:58) with Mr. Huber’s career in asset management. Then Messrs. Huber, Sherman and Lau discuss Mr. Huber’s views on the appropriateness, risks and uses of interval funds (13:11); his use of liquid and semi-liquid alternative investments, including managed futures, diversified arbitrage strategies, floating-rate catastrophe reinsurance assets, real assets and direct lending (21:23); the importance of a core allocation to bonds, even in a time of tightening monetary policy and rising rates (24:47); Savant’s long-term tilt to value in its equity allocation (26:44); and innovations in alternative investments (31:55), including the development of true private markets for wealth managers and, in the retail space, the advent of fractionalized ownership and trading of collectibles, paintings and other illiquid assets via consumer apps. Genre Business