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Phil Huber Books

1 book·~10 min total read

Phil Huber, CFA, CFP®, is the Chief Investment Officer at Savant Wealth Management. He is an experienced investment strategist and writer known for his expertise in portfolio construction and alternative investments.

Known for: The Allocator's Edge: A Modern Guide to Alternative Investments and the Future of Diversification

Books by Phil Huber

The Allocator's Edge: A Modern Guide to Alternative Investments and the Future of Diversification

The Allocator's Edge: A Modern Guide to Alternative Investments and the Future of Diversification

finance·10 min read

The Allocator’s Edge provides a comprehensive framework for understanding and implementing alternative investments in modern portfolios. It explores how investors can use private equity, hedge funds, real assets, and other nontraditional strategies to enhance diversification and improve risk-adjusted returns. The book bridges theory and practice, offering actionable insights for financial advisors, institutional allocators, and individual investors seeking to navigate the evolving investment landscape.

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Key Insights from Phil Huber

1

The Evolution of Diversification and the Limits of Traditional Asset Allocation

At the beginning of the modern investing era, the 60/40 model worked beautifully. Stocks drove wealth creation while bonds offered a ballast against volatility. The relationship between the two was largely inverse, meaning that when equities stumbled, falling yields cushioned the blow. But the finan...

From The Allocator's Edge: A Modern Guide to Alternative Investments and the Future of Diversification

2

The Expanding Universe of Alternative Investments

Alternative investing has moved from the periphery to the mainstream. Once the exclusive playground of endowments and ultra-wealthy families, it now plays a vital role in building robust portfolios across a range of investors. Historically, alternatives encompassed private equity, hedge funds, and r...

From The Allocator's Edge: A Modern Guide to Alternative Investments and the Future of Diversification

About Phil Huber

Phil Huber, CFA, CFP®, is the Chief Investment Officer at Savant Wealth Management. He is an experienced investment strategist and writer known for his expertise in portfolio construction and alternative investments. Huber frequently contributes to financial publications and speaks on topics related...

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Phil Huber, CFA, CFP®, is the Chief Investment Officer at Savant Wealth Management. He is an experienced investment strategist and writer known for his expertise in portfolio construction and alternative investments. Huber frequently contributes to financial publications and speaks on topics related to modern portfolio theory and wealth management.

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Phil Huber, CFA, CFP®, is the Chief Investment Officer at Savant Wealth Management. He is an experienced investment strategist and writer known for his expertise in portfolio construction and alternative investments.

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