The Benefits of a Concentrated Portfolio

by Marilou Moursund on October 30, 2012

in Crossvault Capital,Investment Strategies

As we have written about before, we typically hold 25- 30 names in our equity portfolio.  This prevents the winners’ performance from being diluted, while providing ample diversification.  The video below expands on this strategy.

Leave a Comment

Previous post:

Next post: