We had the pleasure of speaking with Dan Rasmussen, founder and portfolio manager of Verdad Advisers, about the firm’s proprietary research into countercyclical asset allocation.

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Dan Rasmussen is founder and portfolio manager of Verdad Advisers. Before starting Verdad, Dan worked at Bain Capital and Bridgewater Associates. Dan earned an AB from Harvard College summa cum laude and Phi Beta Kappa and an MBA from the Stanford Graduate School of Business. He is the New York Times bestselling author of American Uprising: The Untold Story of America’s Largest Slave Revolt. In 2017, he was named to the Forbes 30 under 30 list.

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