Eduardo Repetto, Avantis Chief Investment Officer and Portfolio Manager, says he screens for companies that have a good balance sheet and good cash flow and are trading at an implied discount rate. In this episode of the Bloomberg Intelligence Inside Active podcast, host David Cohne, BI mutual fund and active analyst, and co-host, Christopher Cain, BI’s US quantitative strategist, speak to Repetto about how he builds highly diversified, high-performance portfolios, including his use of factor analysis. 
Find this and other Bloomberg Intelligence Podcasts at BI POPCASTS <GO>. Listen to this episode on Apple Podcasts and Spotify.

Eduardo Repetto, Avantis Chief Investment Officer and Portfolio Manager, says he screens for companies that have a good balance sheet and good cash flow and are trading at an implied discount rate. In this episode of the Bloomberg Intelligence Inside Active podcast, host David Cohne, BI mutual fund and active analyst, and co-host, Christopher Cain, BI’s US quantitative strategist, speak to Repetto about how he builds highly diversified, high-performance portfolios, including his use of factor analysis.  Find this and other Bloomberg Intelligence Podcasts at BI POPCASTS &lt;GO&gt;. Listen to this episode on Apple Podcasts and Spotify.

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

Inside Active by Bloomberg Intelligence

Repetto on Avantis’s Discount Rate Stock Screen

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c308f5d7-88eb-484c-92e0-b1c400c72f49/transcript

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