The power of concentration
Capital Ideas Podcast
00:00
Introduction
This week on Capitol Ideas, we're talking about concentrated portfolios and high conviction investment ideas with portfolio manager Martin Jacobs. In this episode, Martin talks about his preference for running a concentrated portfolio of about 20 stocks. He also explains how it's possible to have that kind of concentration and diversification at the same time. Later in the episode, Martin shares a great book idea so be sure to stick around for that.
Transcript
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