Adrian Helfert, Westwood Group - We’re Fundamental Investors And Multiasset Investors That Can Look Across The Capital Spectrum | #281

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 20 January 2021

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 281, we welcome our guest, Adrian Helfert, Director of Multi-Asset Portfolios for Westwood Group, where he leads Westwood’s multi-asset strategies group, which includes Westwood’s Income Opportunity and Flexible Income strategies, as well as Westwood’s Global Convertibles and Fixed Income strategies. In today’s episode, we’re taking a look at all asset classes. Adrian explains what he seeing in the world, from fixed income to equities and TIPS. We talk about how to earn income in a low interest rate environment through MLP’s and REIT’s, and why TIPS are an attractive insurance policy against high inflation. Then Adrian guest explains his view of the energy sector, gold miners, and the impact of low rates on growth stocks. As we start to wind down, we talk about Westwood’s unique approach to fees. Please enjoy this episode with Westwood Group's Adrian Helfert. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Faber Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	What's up friends? Great show for you today. Our guest is the director of
0:45.0	multi-asset portfolios for Westwood Group where he leads all sorts of strategies
0:49.3	like income opportunity, flexible income, global convertibles, and fixed income strategies.
0:54.7	In today's episode, we're taking a look at all the asset classes.
0:57.5	Our guest explains what he's seeing in the world today, from fixed income to equities
1:01.6	and tips. We talk about how to earn income in a low interest
1:04.6	rate environment through MFPs and REITs and why tips are an attractive insurance policy
1:09.2	against high inflation. Then our guest explains his views of the energy sector, goal miners, and the impact of low rates on the growthier names.
1:16.0	As we start to wind down, we talk about Westwood's unique approach to fees.
1:21.0	This episode is brought to you by 10 East. Long time listeners know I've invested in
1:26.1	private markets quite a bit myself, but with access to these markets broadening it can be hard to
1:30.8	know where to find vetted high quality offerings.
1:33.4	That's where Ten East comes in. Ten East is a platform where qualified investors can
	...

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