ALO33: The Psychology Behind Better Asset Allocation ft. Aoifinn Devitt

In this episode, Alan Dunne speaks with Aoifinn Devitt about what it really means to build resilient portfolios in a world of shifting regimes and competing narratives. Drawing on experience across pensions, hedge fund advisory, and private wealth, Aoifinn reflects on how institutional lessons translate to individual investors. The conversation explores the role of diversification, the evolving case for private markets, and the limitations of labels such as hedge funds, factors, or alternative assets. Along the way, they discuss the behavioral traps that influence allocators, the challenges of manager selection, and why outcome based investing may offer a clearer framework for navigating uncertain markets.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

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Episode TimeStamps:

02:16 - Introducing Aoifinn Devitt and her background

03:14 - From corporate law to a career in finance

05:16 - Institutional vs private wealth portfolio construction

09:47 - How macro regimes influence asset allocation

12:53 - Rethinking the endowment model and private markets

15:32 - Private credit and diversification challenges

18:13 - Total portfolio approach vs traditional allocation

21:27 - Bonds, equities, and changing correlations

27:52 - Concentration risk and the dominance of mega cap stocks

37:33 - The evolving role of hedge funds in portfolios

42:35 - Gold, commodities, and inflation protection

46:23 - Behavioral biases and long term market cycles

57:35 - Advice for young professionals entering finance

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

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