Finding Great Growth Companies with David Rolfe
Excess Returns
00:00
How to Find Great Companies
We've owned Apple since 2005. It's probably one of the most widely followed stocks out there. So you have to have maybe a differentiated approach or to wait some of these stocks at higher weightings in your portfolio, much higher than your peer group and the benchmark. But again, we're only looking for 20 stock portfolio. We're looking for one or two compelling new ideas in any given year.
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