11min chapter

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Will Dowd - US, small caps, industrials: The 3 building blocks of a 30 year portfolio | Summer Series

Equity Mates Investing Podcast

CHAPTER

Investing in Undervalued Opportunities

This chapter explores an investment philosophy centered on small and mid-cap companies, focusing on identifying undervalued businesses in less-researched markets. It advocates for a simplified long-term investment portfolio strategy and emphasizes the importance of quality over excessive diversification while addressing misconceptions in fund manager performance metrics.

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