Investing in Companies That Put Shareholders First with Joseph Boskovich
Excess Returns
00:00
The Balance Between Concentration and Diversification
You referenced that you're pretty concentrated. How do you think about that balance between concentrates and diversification? You know, we want to have the most money possible in our highest-conditioned names. And if we're too focused in one area, that might be more difficult. Will you also be aggressive there? If you think a particular sector is really attractive right now, will you put some limits on that? Or will you also make a big move into that?
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