Show Us Your Portfolio: Rob Arnott | How the Research Affiliates Founder Builds His Portfolio

In this episode we speak with Research Affiliates founder Rob Arnott about how he manages his personal portfolio. We talk about how Rob thinks about the role of both bonds and equities is his portfolio and how he adjusts his exposure to them over time. We also discuss his view on alternative asset classes, how he thinks about giving money to his children, how he views charitable giving and a lot more.
We hope you enjoy the discussion.
ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
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[@sn455]

Excellent!

[@edwardwilhelm9268]

Interesting thoughts on health expectancy vs life expectancy, I think this is a video many professionals can take a lot from aside from an investing perspective

[@ExcessReturns]

Thank you for watching Edward.

[@battlejan]

Great video! However, feels like the short-haired guys videos are sped up? Or does he just talks 3 times the speed of the others? Makes him a bit hard to follow

[@ExcessReturns]

We'll relay that feedback to Jack. He does need to slow it down! Thanks for watching.

[@DanielLi93]

So what’s his actual portfolio? Half emerging market, 15% tips? And…

[@ExcessReturns]

We weren’t able to get exact percentages, but Rob said he has most of his assets in Emerging Market equities and value equities. He has a bond position that is largely in TIPS and he also holds MLPs and a Pimco Commodity fund.

[@dm8127]

Seems he's been ~half EM Value equities for several years, according to interviews. He's always got such an excellent rationale for his positioning, including broad historical perspective and behavioral considerations.