Investment Strategy and Concentrated Portfolios

The speakers discuss their investment strategy and the types of equities they focus on. They mention that they typically invest in a concentrated portfolio of around 15-20 stocks, as they find the majority of companies to be mediocre and underfollowed. They believe that they don't need to invest in 500 companies, but rather focus on a select few that have the potential to make a significant impact on their portfolio.

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