How have economists forecast 2024 U.S. stock returns compared to realized returns this year? In our latest Did You Know, we issue our 2024 market forecasters’ report card. The results highlight the difficulty in predicting short-term market returns https://a.vant.is/4iFs7kF #FinancialAdvisors #MarketInsights #BehavioralFinance
About us
Avantis Investors is built on financial science. Our academic-based framework analyzes current prices with the goal of capturing higher expected returns—and delivering value to clients. And our well-diversified solutions are managed according to an efficient, repeatable and cost-sensitive process. Despite the complexity of the theoretical and empirical analysis and data, we do not miss the common-sense concept that underpins our approach: Paying less for an expected stream of cash flows, or the equity of a company, means higher expected returns. The result? Broadly diversified solutions that are designed to deliver higher expected returns – implemented in a way that looks to minimize costs wherever possible. We pass these savings on to our investors through lower fees. All Avantis Investors strategies will use the same academically sound risk/return framework, which allows clients to effectively (and efficiently) deploy them. Learn more about us www.AvantisInvestors.com.
- Website
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https://www.avantisinvestors.com/
External link for Avantis Investors
- Industry
- Investment Management
- Company size
- 1,001-5,000 employees
- Headquarters
- Los Angeles, CA
- Type
- Privately Held
- Founded
- 2019
Locations
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Primary
Get directions
Los Angeles, CA 90012, US
Employees at Avantis Investors
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Olivian Pitis, CFA, CFP®
Vice President, Avantis Investors
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Jeff Cornell
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Caroline Gaynor
Vice President | Relationship Director & Investment Specialist at Avantis Investors ◾️ Keynote Speaker ◾️ Ironman guide for blind/visually impaired…
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Philip M.
Chief Investment Strategist at Avantis Investors
Updates
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In this month’s Field Guide, discover how realized returns for U.S. stocks in 2024 have stacked up against economist forecasts and get practical strategies for navigating life's “big” decisions from Hal Hershfield, Ph.D., Professor of Marketing and Behavioral Decision Making at the Anderson School of Management, UCLA. #FinancialAdvisors #MarketInsights #BehavioralFinance
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Get the latest from our Monthly Field Guide, including data and commentary covering various markets and headlines from across the globe, as well as insights from academic thought leaders. https://a.vant.is/3VksmaP #investing #investmentoutlook
Monthly Field Guide
avantisinvestors.com
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Several Wall Street strategists have warned of lower expected returns for U.S. stocks over the next decade, pointing to elevated prices versus company earnings for U.S. large cap indexes. We believe there’s far more to the story for investors to consider. Learn why in our latest “Did You Know.” https://a.vant.is/495NHdL
What Today's Valuations Are Telling Investors
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Each domain of our lives, like each investment, offers returns, imposes risks, and will have correlations to other areas of life. And just as investors often do with losing investments, we can dwell on losing life domains, struggling to accept that it is the overall portfolio return that matters. Professor Meir Statman, Ph.D. explains in our latest “Academic Perspective": https://a.vant.is/3UZukgo.
Life Well-Being as a Portfolio
avantisinvestors.com
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On November 20, join Matthew Dubin, Portfolio Manager at Avantis Investors, at #SchwabIMPACT for an in-depth discussion on the distinction between factor-building and designing an investment strategy. This session offers invaluable insights into the latest financial science developments and their practical applications. Don’t miss this opportunity and be sure to follow up by visiting booth 1211 to learn more about elevating your investment strategies with active investing.
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In our latest Field Guide, we examine recent Wall Street predictions for lower returns for U.S. stocks over the next decade and explain what investors need to know. We also discuss the concept of a “total life well-being portfolio” and why we may do well to consider the risks and returns of each domain of our lives as we would do with our investments. #FinancialPlanning #InvestmentStrategy #HolisticWealth
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Has more people embracing passive investing led certain stocks, like the Magnificent 7, to go up more than others? We examine this and other common questions around the potential impacts of passive investing on market dynamics and individual stock prices. Learn more at https://a.vant.is/3Z6y02m and join Avantis Investors Portfolio Manager Matthew Dubin for his insights on November 20 at @Schwab4RIAs #SchwabIMPACT. Visit us @ Booth #1211.
Has Passive Investing Gotten Too Big?
avantisinvestors.com
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In our latest Office Hours webcast, Professor Hal Hershfield will moderate a discussion between Professor Philip Fernbach Ph.D and Brandon Ratzlaff, CFP® on overconfidence from two perspectives: the academic research into overconfidence bias and the observations and insights from an experienced financial advisor. The goal of the discussion is to arm advisors with an in depth understanding of overconfidence bias, ways to identify it in clients, as well as potential tactics from both the research and real-world application to help nudge investors towards better financial decisions. https://a.vant.is/4eLWKSt
Office Hours: Overcoming Overconfidence: Nov. 20, @ 2 p.m. ET
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On November 20, join Matthew Dubin at @Schwab4RIAs #SchwabIMPACT for an in-depth discussion on the distinction between factor-building and designing an investment strategy. This session offers invaluable insights into the latest financial science developments and their practical applications. Don’t miss out! Visit us @ Booth 1211.
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