Matthew Dubin, Portfolio Manager for Avantis Investors, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the firm’s strategies and rapid asset growth.
In its first five years, Avantis grew to $55 billion AUM in its thirty strategies. Dubin notes that investors were attracted to the low cost and tax efficient strategies offered by the firm. While all types of investors have allocated to Avantis strategies, RIAs are a key contributor to the firm’s success.
The strategies use research and financial science to purchase profitable companies at reasonable prices in the US and developed and emerging markets. Avantis works with global investors, including those located in the US, Europe, and Australia.
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