concentration

Even with AI, the market will broaden and peak concentration will unwind. We believe this may have started.

Revisiting Dr Hofflin's prescient 2019 prediction on China and eyeing opportunities into the future.

In a sea of mediocre investment opportunities, those managers that concentrate portfolios in exceptional companies outperform.

It was Nobel prize laureate Harry Markowitz who famously posited that the "only free lunch in investing is diversification". By this, he meant that diversification...

2022 looks like it could be a challenging year for equity investors. The after-effects of the pandemic driven monetary support which overwhelmed financial markets in...

The big investment themes of ‘best value’ or ‘high growth’ can overshadow the immediate point of concentrated investing - to make gains over time. Bob Desmond,...

When the pandemic hit, there was a number of companies that garnered more attention than others. Consider Zoom, which now has a market cap of $US85 billion – $US10...

I once worked with a risk manager who was a talented, amateur golfer. Having just won the local club tournament – victorious and enjoying a complimentary meal in the...

Here’s a unique test for investors: If you had to sell down your portfolio and invest it all in just one stock, ask yourself which stock would it be? While we’re not...