Tax-Deferred Investment Diversification: Sec. 351 ETFs w/Meb Faber of Cambria Investment Management

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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

Walkner Condon Financial Advisors

267 episodes

5 days ago

In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life. Disclosure: walknercondon.com/podcast

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Tax-Deferred Investment Diversification: Sec. 351 ETFs w/Meb Faber of Cambria Investment Management

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

29 minutes 37 seconds

5 days ago

Tax-Deferred Investment Diversification: Sec. 351 ETFs w/Meb Faber of Cambria Investment Management

In this episode of Gimme Some Truth, hosts Clint Walkner, Stan Farmer, and Ian Beardsley are joined by Meb Faber, Chief Investment Officer of Cambria Investment Management, for an in-depth discussion on utilizing Section 351 to seed newly launching exchange-traded funds—a mechanism that can provide a tax-efficient approach to diversifying concentrated stock and ETF positions.

The conversation explores the mechanics, potential benefits, and use cases for these funds, and how they may fit into broader portfolio management and diversification strategies. Meb also shares his perspective on global investing themes, market observations, and future developments in the investment landscape.

🕒 Episode Chapters

00:00 – Introduction & Guest Overview

01:03 – Understanding Section 351 Funds

01:50 – Meb Faber’s Experience and Insights

03:45 – Use Cases and Fund Mechanics

06:21 – Diversification & Portfolio Structure

09:24 – Real-World Context & Applications

14:25 – Broader Market Perspectives

28:02 – Closing Thoughts & Disclaimers

🎙️ Connect with Meb Faber

Website (Cambria Investment Management): https://cambriafunds.com

Podcast – The Meb Faber Show: https://mebfaber.com/podcast