#9 Two Capital Cyclists
Behind the Balance Sheet
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Having a Large Population Stock in Your Portfolio?
Many investors and professional fund managers have embraced concentration. Menile returns over the last eight years or so are slightly below the index in the contest of the sort of the market it's been. But that doesn't put bread on the table for pensioners. You hade to beat your bench mark, and wee found that very difficult in the innergrowth world. I suppose it started really from the conundrum of what do you do as a fund manager if you're very successful? And er, that's what was happening to us in the the decayed of the naughties. After after we'd very much distinguished ourselves by going pro value in 99, an two thousand,. therefore avoiding the
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