Exponential Etfs Exceptional Podcast

Tobias Carlisle from Acquirers Funds joins Phil for a conversation about value investing. Conversation highlights: How Tobi discovered value investing An overview of Tobi’s books, including Quantitative Value, Deep Value, Concentrated Investing and The Aquirer’s Multiple The case for concentration and active share Launching a strategy in an ETF versus a hedge fund or mutual fund The cyclicality of value “This time is different” arguments and if value still works