Capital Allocators – Inside the Institutional Investment Industry [REPLAY] - Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
Sep 27, 2021
Brett Barth, Founder and CIO of BBR Partners, manages over $12.5 billion for 125 families. He shares his dual experiences of parenting twins and navigating the investment world. The conversation dives deep into family-focused asset allocation strategies and the nuances of selecting investment managers. Brett discusses emerging market inefficiencies and innovative opportunities, such as music royalties. His practical insights provide valuable guidance for allocators ranging from financial advisors to larger institutional investors.
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Asian Markets in the Mid-90s
- Asian markets in the mid-90s varied greatly in sophistication, ranging from family-run businesses to state-owned enterprises.
- The experience involved navigating diverse cultures and regulatory landscapes.
BBR Partners Formation
- Evan Roth, Brett Barth’s friend and fraternity brother, pitched the idea of forming BBR Partners.
- Barth, frustrated with Goldman Sachs' changing culture, saw it as a great opportunity.
Investment Philosophy
- BBR Partners' investment philosophy emphasizes asset allocation, mean reversion, and long-term focus.
- They allocate to strategies, not asset classes, and believe in occasional "fat pitches."
